Sunday, April 7, 2019

No Conversion date Filter on Saved Searches

There are multiple searches that make use of the Lead Conversion Date Filter, such as Creating a saved search that shows Lead Conversion progression.

When creating a Saved Search for Clients/Customers, under the Originating Lead Fields... there are scenarios where this field is not available.

Answer:

The Conversion date will not be available unless the Lead Conversion feature is enabled.  

1. Navigate to Setup > Company > Enable Features.

2. Under CRM Tab > Sales.

3. Mark the Lead Conversion checkbox.

4. Click Save.

 

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