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Ken B
Leads and Opportunities Report
I would like to create a report that lists all Leads and Opportunities inline, including Opportunities that were not created via Lead conversion. This is not possible with basic reporting filters.
Is this possible? I have been told that this could be achieved through Apex and Visualforce pages, but I haven't found any examples anywhere. Is it possible to report on both of these objects inline with the same fields in the same report?
Is this possible? I have been told that this could be achieved through Apex and Visualforce pages, but I haven't found any examples anywhere. Is it possible to report on both of these objects inline with the same fields in the same report?
Create custom field on Lead and Opportunity(IsLeadSource = True) and map this field in Lead conversion Mapping.You will identify the Opportunities that were not created via Lead conversion if the field is blank.
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Right now I am running two reports:
1- All Leads with filter Converted equals False
2- All Opportunities
This accomplishes two reports that don’t have overlapping Opportunities. I just want to see them on the page, inline, not side by side.
Is this possible?