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Topics#Reports & DashboardsQuestion de Meghan Casey
Meghan Casey a posé une question dans #Reports & Dashboards
22 avr. 2015, 15:39

How can I pull my prospects and current accounts?

I need to know how to run a report so that I can see my current vs. my prospect accounts. I was advised by SF not to use leads in my business. I've tried running reports but none of them are accurate. Help!
4 réponses
  1. Mayank Srivastava (eVerge Group)
    22 avr. 2015, 15:50
    Meghan,

     

    Assuming that there's a picklist (let's say Account Type) on Accounts object to distinguish between current and prospect accounts, did you look into creating a summary report on Accounts grouped by Account Type?

     

    To only see Prospect and Current Accounts in this report, you can add a filter at the top saying that 'Account Type equals Prospect, Current'.
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