1 Reply Latest reply on Jun 6, 2013 6:00 PM by 13687

    Report for Leads pushed to our CRM x Month by region

    Nichole Cunningham

      I am trying to find an easier way to create a report to see all of our leads from Webinars, Tradeshows, Workshops etcetera that we've pushed to CRM broken up on a month basis and broken up by region.

      I'd like to find out a better and more effective way of doing this. Any other advice, thoughts etc are more than welcome :)

      The current way I am doing this is tedious and is follows.

      1. I create a smart list in the Lead Database area for each of the regions I want to report on.
      --the smart list contains Country and each individual campaign we've pushed to CRM (the campaign list is now 113...this is where the tedious part comes in)

      2. I go over to the Analytics area and clone the Leads x Month report for each region.

      3. I then do custom columns in each of the cloned reports that pull in the Country and the smart list I created for each region

      I feel like there should be an easier way to do this and I'm looking for advice.