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Anonymous
September 24, 2013
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Lead Status Report

  • September 24, 2013
  • 1 reply
  • 949 views
We have some lead status reports as local assets in program and are seeing values that aren't currently in our CRM as valid lead statuses. Some of the values we are seeing are "no longer at company", "open", "unqualified".

Any ideas where these might be getting pulled from?
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Best answer by
Richard, I'd suggest you view the lead activity of one of the leads that have an odd value for your lead status. Double click on the data value change activity and see if there's anything you can infer from there. If there is no campaign name next to the change, the change may be typed in by someone in your CRM. If your CRM tracks value changes for specific fields, turn that on so you can troubleshoot and find who the culprit is :)

1 reply

A
Anonymous
Accepted solution
September 24, 2013
Richard, I'd suggest you view the lead activity of one of the leads that have an odd value for your lead status. Double click on the data value change activity and see if there's anything you can infer from there. If there is no campaign name next to the change, the change may be typed in by someone in your CRM. If your CRM tracks value changes for specific fields, turn that on so you can troubleshoot and find who the culprit is :)
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