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I would like to know what part of our revenue comes from Lead based Opportunities and naturally the rest is from Opportunities that created as such. What kind of filter should I use? I spend 2 hours of figuring this out,  but not successful.

MikkoJS


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Jawaban Terbai

The field conversion date is usually captured when a lead is converted to opportunity.

Filtering by 'conversion date' is set would be all leads converted to opportunities while 'conversion date' not set would be opportunities directly created as opportunities.

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Penulis Jawaban Terbai

Thanks! Problems solved!!

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