SOLVED

Re: Lead Status Report

Go to solution
Anonymous
Not applicable

Lead Status Report

We have some lead status reports as local assets in program and are seeing values that aren't currently in our CRM as valid lead statuses. Some of the values we are seeing are "no longer at company", "open", "unqualified".

Any ideas where these might be getting pulled from?
Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Re: Lead Status Report

Richard, I'd suggest you view the lead activity of one of the leads that have an odd value for your lead status. Double click on the data value change activity and see if there's anything you can infer from there. If there is no campaign name next to the change, the change may be typed in by someone in your CRM. If your CRM tracks value changes for specific fields, turn that on so you can troubleshoot and find who the culprit is 🙂

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Re: Lead Status Report

Richard, I'd suggest you view the lead activity of one of the leads that have an odd value for your lead status. Double click on the data value change activity and see if there's anything you can infer from there. If there is no campaign name next to the change, the change may be typed in by someone in your CRM. If your CRM tracks value changes for specific fields, turn that on so you can troubleshoot and find who the culprit is 🙂