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Hi all,
I'd like to be able to see our qualified Leads going through the sales process in CRM.
So i'd like to see how many Opportunities have come from Leads.
I can create the following view under Opportunities:
Originating Lead - Contains Data
Est. Revenue - Contains Data
This will show me what i'm looking for but is there a better way to report on this?
Hi barry,
You could work with Reports, in Tools > Reports
See what it is:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/run-report
It actually also create a custom view with advanced find for us to filter records we want.
However, compared with custom view:
> (1) In a report view, you can change filter any time dynamiclly, (also for add/remove columns when editing it)
thus ywe can apply different filters in a same report record.
> (2) And download full filtered data as a Word or PDF or Excel,
Regards,
Clofly
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