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Identify How Many Leads and Prospect Are Converted to Customer

edited May 27, 2022 1:49AM in CRM

In this scenario, the user wants to know how many leads and prospects are converted to customers within this month.

To create a Customer Saved Search, navigate to Lists > Search > Saved Search > New > Select Customer. Enter the following fields in the Criteria tab.

In the Results tab, you can more fields that you want to include in the search.

Sample output:

I hope this helps.

Michelle Jabanes | Ask a Guru

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