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Casey_Muller2
Casey_Muller2
Level 3
May 8, 2017
Question

Acquisition Report

  • May 8, 2017
  • 1 reply
  • 1784 views

Hello,

I need to create an Acquisition report with create date and lead source to show who doesn't have one. I don't know where to start. Please help

I created smartlist but is there anything else? I need to present this tomorrow.

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1 reply

Devraj_Grewal
Devraj_Grewal
Level 10
May 8, 2017

Casey,

Please move this question to Products​ as Marketing Central is meant for general marketing questions and discussions.

All you need to show is the created date of the leads who do not have lead sources? If so, create a lead performance report. In the setup, select all time created date and group leads by created date (the unit for months is probably best here). In the smart list bring in the filter for lead source and indicate "is empty". The report will now show the created date (in months) of those leads who do not have lead sources.

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