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Cecile_Maindron
Cecile_Maindron
Level 10
May 14, 2014
Solved

Report on added to lists

  • May 14, 2014
  • 2 replies
  • 1275 views

Hello,

we have a program that we are using to add leads to several lists. We are looking at having a report (with notifications sent to users) that shows how many leads were added (in all those lists) per sales rep (field) in last 7 days.
Is it possible to run this report under analytics? how can I do that? I have tried to select lead performance but I cannot find right criteria....

Cécile @ Talend

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Best answer by
Hi Cecile,

You could do a Leads Report in analytics,

In the smart list you could say was added to List in the last 7 days.

and in the setup

Group the leads by Owner First Name.

This seems like it would help.

Good luck and let me know if that works!

2 replies

A
Anonymous
Accepted solution
May 14, 2014
Hi Cecile,

You could do a Leads Report in analytics,

In the smart list you could say was added to List in the last 7 days.

and in the setup

Group the leads by Owner First Name.

This seems like it would help.

Good luck and let me know if that works!

    Cecile_Maindron
    Cecile_MaindronAuthor
    Level 10
    May 15, 2014
    WOW! you're 2 times my hero: it works AND it's the first time I manage to get results that I want inside a MKTO analytics report!!!!!!!!


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