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nwingnwing 

How To - Tracking and Reporting on Lead Status History Values THROUGH CONVERSION

 

I am bumping up against a strange wall here.  I want to graph/dashboard the history of the Lead Status field, all the way through conversion, if it occurs.  I want to count how many Lead Status Changes someone makes, and chart it over time.  I am running into a strange one, because apparently when the Lead is converted the History on the Lead Status field is no longer updated...... therefore the final status of 'Converted' does not show up in the History report, and therefore cannot be graphed along with the other Status changes.

 

PLEASE, if anyone has any ideas on this let me know.  I have tried Apex update triggers, workflow, custom status fields ,,,,,,,  nothing appears to be able to handle this. 

 

This will be bad as it would be assumed this should be easy, and the sales/marketing manager would not be impressed if I couldn't simply graph a leads progress......

 

HELP!

 

Thanks,

 

 

Pradeep_NavatarPradeep_Navatar

Normally you can track the values in lead History and also can run a report on it.  You can also create a custom field (no need to display it in your pagelayout) and populate that field with updated value by workflow. You can create report on this field.

 

Hope this helps.