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Pink Taco
Sequence of events in Reports.
I would like to do an "Events with leads" and be able to group them by the sequence of events. So, I'd like to see grouped all the leads that were "email, email, phone call, meeting" and another group "email, phone call, email, meeting" and another "phone, meeting, email",... and so on..
How Can I do that.
Hi Pink,
In the report tab create a new report and click on the + on Activities - there select the report type Activities with Leads.
Test the report out by adding the required columns.
Regards,
Ashish