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Topics#Reports & DashboardsKatie DiMento 的问题
Katie DiMento (Wiredrive) 提问于 #Reports & Dashboards
2014年6月4日 19:52

How can you create a report that show the number of leads reassigned by a particular user?

We are starting to do outbound prospecting and I need a way to report on the number of leads a particular rep assigns to an account executive. We are doing so by changing the owner to the account executives name. Is there any way I can show how many leads were reassigned by a rep to an account executive in a day/week etc.?
3 个回答
  1. Chris Edwards (Iscaforce Solutions)
    2014年6月4日 20:42
    If you've enabled field history tracking on your lead object, then you should be able to run a Lead History report with criteria to filter on Edit Date of Today/This Week etc, Field/Event of Lead Owner and Edited By of your rep's name.

     

    To get started, click the Reports tab, select New Report, find Lead History and click Create, then add some filters as above. Let us know if you need any additional guidance. 
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