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Leads Search with Activity and Opportunity Info

edited Jan 3, 2020 12:33AM in Search / Reporting 1 comment

I have had multiple requests to create this type of report and cannot seem to pull off the entire thing in one saved search.  I need a report that captures every lead tagged by the customer record field Lead Source (example: "Test 123" Lead Source).  I also want to show all presentations that result from this lead source (events with "Demo" Event Type) and all closed deals (Opportunities won) on a single search.  I have added Lead Source fields for Events and Opportunities as well.

If we captured 100 leads, it is important to see all 100 leads on this search to see which lead has been presented to and which leads have been closed.

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