Our company has Accounts that are brokers and Accounts that are Employer Groups.  When we have an Opportunity on an Employer Group Account, we add a broker as the Contact Role on that Opportunity so that we can tie the Opportunity back to that broker contact.

We also track Telemarketing Leads as a Lead Source for Leads converted to Accounts.  Often times those newly converted Accounts are Brokers.  We need to run a report to track Opportunities that originated from Telemarketing Leads.  

I have created a formula to carry the Lead Source from the Lead to the Account when converted.  I was thinking that if the Account was a brokerage firm and has the Lead Source "Telemarketing Lead" and the broker contact under that Account had opportunities on which he/she was a Contact Role, then I could run an Opportunity Pipeline report with the additional filter of Account Lead Source = Telemarketing Lead and that would pick up all the needed Opportunities.

However, that does not seem to have worked.  Any ideas, folks?  

Thanks very much for reading through this question.

Gregg