I'm trying to create a report that shows count of newly created records (aka this week) that we've had 1 meeting with (aka Intro Meeting)
The issue is that if I create a lead report, if we happen create a lead --> then had a meeting with it --> converted into an opportunity --- that meeting is no longer captured in what we are currently referring to as our "Intro Meetings This Week" report, which is currently a 'Activity w/ Leads' report type. But we're missing all the leads we converted into opportunities
Michael Brown (SETGO Partners) Forum Ambassador
Hey Grant,
Unfortunately I think this is going to be tricky and I don't know if you could get this is one report. You could try a joined report of Activities with Leads and Activities with Opportunities. You could then filter those to only show those created this week.
Thanks,
Mikey