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How to count the number of leads per account in CRM 2015 RRS feed

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    I am looking for away to count the number of leads per account. We use accounts as our lead sources.

    Right now I have to look at a view and count each lead per account by hand or export to excel.

    Is there a way to set up a field on the account that would keep track of the number of leads for that account?

    I would like be able to look at Company A (account) and see how many leads they have without having to go count them myself.

    I do not know how to write Java

    Thanks

    JC IHC

    Friday, April 17, 2015 4:22 PM

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    Thank you for your more than helpful link.

    JC IHC

    • Marked as answer by JC IHC Wednesday, April 29, 2015 3:18 PM
    Wednesday, April 29, 2015 3:18 PM

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    So there is a calculated field now in CRM.  What you will want to do is make a calculated field on the Account that counts the number of Open Leads associate to it.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Friday, April 17, 2015 6:52 PM
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    So there is a calculated field now in CRM.  What you will want to do is make a calculated field on the Account that counts the number of Open Leads associate to it.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Yes I know that. I have calculated fields on the Account. I use them to calculated total leads. But I have to manually figure out the leads to enter. How would I create a calculated field on the account that counts the number of leads associated with it?

    I know how to do simple calculated fields, I have not set up one with conditions. Just add this field to that field type.

    Thanks,

    JC IHC

    Friday, April 17, 2015 7:09 PM
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    Check, if this helps

    http://missdynamicscrm.blogspot.in/2014/05/crm-2013-calculate-multiple-fields.html

    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Saturday, April 18, 2015 3:56 AM
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    Instead of a calculated field, you can use a rollup field for this

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Sunday, April 19, 2015 10:43 AM
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    How would I be able to use a rollup field?

    JC IHC

    Monday, April 20, 2015 5:24 PM
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    You could always search for information about rollup fields:

    http://bit.ly/1yKnygH

    Hope this helps.
    Adam Vero, MVP | Microsoft Certified Trainer
    UK CRM Guru Blog


    • Edited by Adam Vero Monday, April 20, 2015 10:42 PM
    Monday, April 20, 2015 10:41 PM
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    Thank you for your more than helpful link.

    JC IHC

    • Marked as answer by JC IHC Wednesday, April 29, 2015 3:18 PM
    Wednesday, April 29, 2015 3:18 PM