2 Replies Latest reply on Jul 24, 2013 12:59 PM by 31063

    Lead Performance Report with Name and Company Name

      This seems like such a simple thing to do, but alas I am struggling.

      We have a program that we are preparing to run (let's call it Program A). While this program is running, we would like a list sent to our sales reps daily. In this list, we would like there to be a list of all the leads that clicked through our email blast. We would like to filter the leads so that each rep only gets a report with their specific leads listed. We would also like the report to display lead company name, and other personal info such as phone number and email address.

      So, I have created the report for each rep with the smart list being "clicked link in email" as well as "lead owner email address is __". This takes care of the rep specific leads.

      In setup, I also sorted by Lead full name. That way, the individual lead name will actually appear. However, this is all that appears in the report.

      So the issue I run into is adding the company name and contact info to the report. When I try to add a custom column via the "setup" tab, my options are extremely limited. Is there another way to do this that I am missing?

      Thanks in advance for any advice.