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run a report in CRM of accounts qualified as prospects RRS feed

  • Question

  • Hi Guys

    How to I run a report in CRM
    of accounts qualified as prospects


    Thanks

    Friday, May 15, 2015 3:32 PM

All replies

  • Hello Ivan;

    I'm looking for a bit more information for the information your searching for. Are you looking for Lead's that were qualified and Accounts + Opportunities were created from? If you were looking at lead's you'd be able to do an advanced find on the status field on lead when the value is "Qualified".


    Jason Cosman


    Wednesday, May 20, 2015 11:32 AM