Discussion List

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  Converted Leads report or search with Opportunity fields

  Accepted Answer JarebCoupe 61 views 12 comments 0 reactions Most recent by JarebCoupe Aug 14, 2023 5:03PMAsk A Guru
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  Import Contact and Leads

  Open User_HWW8S 31 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Aug 4, 2023 5:20PMAsk A Guru
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  Leads best practices

  Accepted Answer User_HWW8S 41 views 8 comments 0 reactions Most recent by User_HWW8S Jul 25, 2023 6:04PMAsk A Guru
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  How can I set up the role to let the sales rep see all leads and customers, (assigned or not)?

  Accepted Answer Amjad Kasem 32 views 5 comments 0 reactions Most recent by Michelle Jabanes-Oracle Mar 1, 2023 5:17PMAsk A Guru
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  How to create a Saved search that shows all leads with no recent activity logged?

  Open JenniferTrejo 41 views 8 comments 0 reactions Most recent by JenniferTrejo Feb 21, 2023 4:13PMAsk A Guru
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  NSC | Identify How Many Leads and Prospect Are Converted to Customer

  Michelle Jabanes-Oracle 1 view 0 comments 0 reactions Started by Michelle Jabanes-Oracle May 27, 2022 1:47AM CRM
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  Online Form To Create Leads

  Accepted Answer Martha Hakes 11 views 3 comments 0 reactions Most recent by Joahnna Given Uy-Oracle Oct 7, 2021 5:25PMWeb Site / E-Commerce
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  Leads to Prospects

  Open User_HPB3I 11 views 4 comments 0 reactions Most recent by User_HPB3I Aug 30, 2021 3:24PMAsk A Guru