Thank you Josh for your efforts.I have tried using the Lead Performance report with Smart Lists. But part of the issue is that there isn't a field on the lead record that would den...
Thank you Sandford for replying so quickly to my inquires.I haven't been able to figure out how the two platforms sync yet. But in regards, to the comments fields, how can I check/...
Sorry if that was confusing, lets hope this clarifies what I want to achieve and convey better.Currently with the integration between the two systems, when a lead fills out a form ...