Deals that got converted from Leads need a filterable designation

Josh Monifi
Josh Monifi Member Posts: 97
5 Up Votes First Anniversary 5 Likes Name Dropper
edited June 3 in Sales CRM #1

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?

Best Answer

  • Amit Sarda (
    Amit Sarda ( Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    #2 Answer ✓

    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.