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Filter leads created by one user and qualified by another RRS feed

  • Question

  • Hello.

    In my company lead is created by user from A group, then lead is getting assigned to another user from B group, who will qualify it later and continue to work with opportunity. So the question is how can I create a report to see by what user from A group lead (which later was assigned to a user from B group) was created?

    Thank You!
    • Edited by justiddqd Tuesday, April 1, 2014 11:20 AM
    Tuesday, April 1, 2014 11:20 AM

Answers

  • In the first step, Users from Group A will be stored against "Created By" field for Lead. After lead is assigned to other user from group B, they will be stored as "Owner" of the lead. 

    Now you can go to Advanced find and search for records created by user from Group A and current owner is user from Group B. It will list all the lead satisfying the condition.

    • Marked as answer by justiddqd Wednesday, April 2, 2014 10:11 AM
    Wednesday, April 2, 2014 9:36 AM

All replies

  • You should be able to use the following attributes:

    • The CreatedBy attribute of the lead will be the user from A group who created the lead
    • The CreatedBy attribute of the opportunity will be the user who qualified the lead
    • The Owner attribute of the opportunity will be the current user

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

    Tuesday, April 1, 2014 2:59 PM
    Moderator
  • In the first step, Users from Group A will be stored against "Created By" field for Lead. After lead is assigned to other user from group B, they will be stored as "Owner" of the lead. 

    Now you can go to Advanced find and search for records created by user from Group A and current owner is user from Group B. It will list all the lead satisfying the condition.

    • Marked as answer by justiddqd Wednesday, April 2, 2014 10:11 AM
    Wednesday, April 2, 2014 9:36 AM