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A
Anonymous
June 24, 2013
Question

Leads that generated Opportunity

  • June 24, 2013
  • 3 replies
  • 617 views
Is there a convenient way for one to report on the leads that were converted into Opportunities? I do not have RCA, but noticed that via the SFDC CRM integration, the leads that were converted into opps have a "Opportunity Info" tab with the opportunity to which the lead is tied to. Still, I am unable to find a way to pull the information from the "Opportunity Info' section as filter for my report.

Thx! 

 
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3 replies

A
Anonymous
June 24, 2013
Does the Setup tab of your Lead Performance reports have an Opportunity Columns setting?  If so, change it from "Hidden" to "Shown" and you'll see Opportunity data for each lead in the report.

A
Anonymous
June 24, 2013
Elliott, thanks for your insights. Yes I do have access to the report that you mention, but it does not offer the granularity that I require. I would like to see individual leads that become opps. Not the campaigns or whatever grouping that resulted in a set number of opps. Any tips? I thought about using a smart list as it is usually the workaroud of choice when in need of granularity. But for some reason I am unable to pull "opportunity name" or any opportunity info. 
A
Anonymous
June 25, 2013
Gio have you explored the SFDC Reports?  I think you'll find more information on reports there.

http://blog.solxconsulting.com/2012/02/sales-manager-dashboard.html
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