Search results by user ID 5935

Re: Lead Conversion

GreenBee — Wed, 10 Apr 2013 19:03:59 GMT

I made a copy of the original conversion report, and thought maybe I could just make a dropdown on the homescreen to sort by month. But the close date looks like it picks a spcific day not just a month. Should I do this another way?

Re: Lead Conversion

GreenBee — Wed, 10 Apr 2013 15:26:35 GMT

I guess then is there a generic report to tell me the converstin rate by month and not just total? I figured I would copy the base report, and edit in the designer. Or can I add another dropdown for months?

Re: Lead Conversion

GreenBee — Wed, 10 Apr 2013 14:40:19 GMT

Sweet! I didn't know that I could create users that wouldn't sign in. If I can do that I defintiely want to use the already included reports. Thank so much!

Lead Conversion

GreenBee — Sun, 07 Apr 2013 01:32:53 GMT

Hi community. I want to use method to tell me the coversion rate of Leads to Customers, and I can't just create separate users and use the provided ones. We've only got two sales people and they're both unwilling to use the CRM and are pretty dense about technology. So what's the workaround here, and how can I generate a report for this?

Thanks in advance. Also sorry if this is bold - it wouldn't let me type anything until I selected a formatting option.