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Lead Source Analysis Reporting Function

edited Nov 22, 2019 10:26AM in CRM 1 comment

Hi

Currently we generate most of our leads through our online website forms which have been assigned to various Lead Source Analysis Marketing Campaigns.

I am trying to pull a report to show me the following details:

For any month or months

How many total leads-NEW were generated through the various web forms (Lead Source Analysis)

How many of these leads-NEW were converted to customer won (ie the purchased our product)

How many leads of each leads source analysis we gave to each of our Sales reps.

How many of these leads did each Sales Rep close during the given month.

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