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Chris BurrowsChris Burrows 

Lead level not counted towards Activities Report

Hi there,

The issue I am having is email tracking is counting activities on the Opportunities level, but not the Lead level when checking the Activities Report.

User-added image


The number you see in the screenshot (55) is all opportunities, but no leads. How do I get it to count both leads and opportunities?

Thanks.
Best Answer chosen by Chris Burrows
Chris BurrowsChris Burrows
I figured it out. Just click Edit on your dashboard and I noticed the date was Jan 1 - Jan 31. I changed it to Jan 1 - Dec 31, and it seems to pull everything this month too.

All Answers

SRKSRK
If your lead is already converted ?? 
Chris BurrowsChris Burrows
I figured it out. Just click Edit on your dashboard and I noticed the date was Jan 1 - Jan 31. I changed it to Jan 1 - Dec 31, and it seems to pull everything this month too.
This was selected as the best answer