Hello,
When a lead is associated with more than one campaign I am trying to find a way to know what the primary campaign source is. I know that once the lead is converted that this information is available, but I need this a the lead level as well.
Reason being:
I pull reporting on leads by campaign, track conversions rates, and close rates. The problem is when a lead is associated with multiple campaigns they will appear on my reporting duplicate times (or each campaign they are associated with).
Anyone have any thoughts?
4 件の回答
What type of Report are you using? You could try changing the grouping on the report from the Campaign to the Lead, so that the Campaigns are nested under the Leads instead of the other way around. You could also create a Custom Report Type.
As for the Lead.Primary Campaign Source, that gets kinda tricky because that field is only editable when the Lead is first created (it can't be edited or updated later)
