1 Reply Latest reply on May 8, 2017 3:15 PM by Devraj Grewal

    Acquisition Report

    Casey Muller



      I need to create an Acquisition report with create date and lead source to show who doesn't have one. I don't know where to start. Please help



      I created smartlist but is there anything else? I need to present this tomorrow.

        • Re: Acquisition Report
          Devraj Grewal



          Please move this question to Products as The specified item was not found. is meant for general marketing questions and discussions.


          All you need to show is the created date of the leads who do not have lead sources? If so, create a lead performance report. In the setup, select all time created date and group leads by created date (the unit for months is probably best here). In the smart list bring in the filter for lead source and indicate "is empty". The report will now show the created date (in months) of those leads who do not have lead sources.

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