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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 

1 件の回答
  1. Michael Brown (SETGO Partners) Forum Ambassador
    2023年2月24日 16:19

    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

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