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Topics#Reports & DashboardsDomanda di Steve Wyper
Steve Wyper ha fatto una domanda in #Reports & Dashboards
3 lug 2014, 17:45

how to pull a report based on orignal lead source data but to bring up all the contacts within the created accounts?

2 risposte
  1. Liz Tang (Collabrax)
    3 lug 2014, 18:31
    When a Lead is converted, the Lead Source maps to the Contact but not the Account.  I assume this is your issue.  

     

    If you have access to Workflow, I'd suggest updating the Account Source field on conversion of a Lead so that you can use that field for reporting.
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