Group leads by stage vs Group leads by email address

abhilash_M1
Level 2

Group leads by stage vs Group leads by email address

Hello,

I want to generate a lead performance report using the "Group leads by stage" and "Group leads by Email Address" options. What is the difference between the two fields and what will be the difference in the report generated?.

Many thanks!!

3 REPLIES 3
Grégoire_Miche2
Level 10

Re: Group leads by stage vs Group leads by email address

In lead performance reports, you will get groups with for each group the number of leads in this group.

Group by stage means that the "lead stage" will be used to group leads, while group by email will group them by email address (meaning will have 1 report line for each email address).

Give it a try, it will cause no harm and the result will be self-explanatory.

-Greg

abhilash_M1
Level 2

Re: Group leads by stage vs Group leads by email address

Thank you, Greg

Grégoire_Miche2
Level 10

Re: Group leads by stage vs Group leads by email address

You are welcome.

When you are done, mark it as answered, so that it gets off the radar.

-Greg