Deals that got converted from Leads need a filterable designation

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Josh Monifi
Josh Monifi Member Posts: 97
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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?

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

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