Tuesday, April 2, 2019

Creating Saved Search that shows Lead Conversion progression

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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