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I would like to report on disengaged client accounts. I know you can use Not had Interesting Moments filter at the person level, but can you report at the Account level?
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I need to provide reports that show conversion reates, and average length of time for marketing source leads at each stage - MQL, SQL, Opportunity, etc. Does anyone have advice on the best way to do this? Thanks!Sheena
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Sheena_Archer3
04-26-2017
Hi Jeff,I need to produce lead pipeline reports as in your point 4. We want to know how long leads are sitting at each stage (MQL, SQL, Opp, etc). Are you able to give me any information and the best way to report on this? Thanks,Sheena
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