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
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
2
Risposte
1903
Visualizzazioni
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.
Thanks! Problems solved!!
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
0
dic 24
|
1390 | ||
|
0
set 24
|
1426 | ||
|
3
nov 21
|
3846 | ||
|
1
mar 21
|
2557 | ||
|
0
gen 21
|
3598 |
