How can I add a converted filter to list view in leads? Want to remove converted leads from target lists.
How can I add a converted filter to list view in leads? Want to remove converted leads from target lists.
SugarCRM Professional, Version 7.9.2.0 (Build 1090)
On demand
Regards,
Mr. Loran Perkins
Business Development Manager
Southern Fasteners and Supply, Inc.
336-765-1790 x1152
336-765-1794 fax
336-705-3923 cell
www.southernfasteners.com<http://www.southernfasteners.com/>
"Fasteners: little things that make a big difference"
SugarCRM Professional, Version 7.9.2.0 (Build 1090)
On demand.
You can filter non converted Leads by adding the filter "Status" in the list view filter list.
Eventually you also can create a predefined filter to the list view filter list which may display only non converted Leads.
Kind regards
1. Create a Leads Row and Column report that filters the Converted CheckBox field so that any leads with hte checkbox ticked are not shown on the Report.
2. Create a Target List and then go to the Leads sub panel in the Target List and choose Select From Reports from the drop down menu in the Leads sub panel.
3. Select the report just created.
4. Add the Target List to the required Campaign/s
5. I am fairly sure the Target List will update from the report when Campaigns are sent so that any subsequently Converted Leads will no longer be on the Target List but I have not tested this.
Regards
Greg Barrass
Hi Loran Perkins
Whats is your SugarCRM version?
Cheers