If users want to track progression of Customer through all stages from Lead to Customer, users could create this Saved Search:
1. Navigate to Reports > Saved searches > All Saved Searches > New.
2. Select Customer.
3. If users want to see only Customers in the results, add Criteria field: Stage is Customer.
Note: Users may also add any data range as next field, if needed.
4. Navigate to Results subtab. Add these fields: Name, Stage, Lead Date, Prospect Date, Conversion Date.
5. Users may add other fields if needed, such as e-mail, phone, Sales Rep etc.
6. Click Save & Run.
This search tracks the progress through all stages and adds the information when the stage was changed.
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