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Leads

Last post 10-29-2009, 5:44 AM by Adam Travers. 1 replies.
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  •  10-28-2009, 1:31 PM 2176

    Leads

    Is it possible to create a group and select the condition the lead source?

    The goal: we receive the leads and assign the lead source. Then, we qualify and convert that lead to an account.

    Once converted to an account, can I single out (If I create a query and select lead source for as query, group) the accounts / contacts that were generated by a certain lead source? If i create a query and try to use the leadsourceID, doesnt work, neither the description...

    any suggestions? 

     

  •  10-29-2009, 5:44 AM 2180 in reply to 2176

    Re: Leads

     

    Account Level

    Create a join from Account.Leadsourceid to LeadSource.Leadsourceid (Inner Join)

    Highlight the LeadSource table and use the Description Field.

    Contact Level

    The join will already exist, expand ContactLeadsource -> Leadsource

    Regards, Adam Travers

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