Deals that got converted from Leads need a filterable designation

Josh Monifi

We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in list view? What's a good workaround?

Amit Sarda (AmitSarda.xyz)

Add a custom field for a 'Was a Lead' flag.

Update this flag when a lead is created.

Then use this field to segment won deals that were/weren't leads.

Josh Monifi

Hey @Amit Sarda (AmitSarda.xyz) that's a smart solution. Do you know if there's an Automation trigger to fill that field in automatically? I will see if I can make that happen…

Amit Sarda (AmitSarda.xyz)

The trigger would be Lead Created.

Josh Monifi

@Amit Sarda (AmitSarda.xyz) I built it and it works!

Amit Sarda (AmitSarda.xyz)

Happy to have been of help!