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patricialimpatricialim 

Tagging a lead's most recent campaign

Hello, I am trying to figure out how to report on a lead's MOST RECENT campaign. I know that the out of the box reports show ALL campaigns associated with a lead, but we would like to look at all leads and see where marketing last touched the customer. It looks like the reports can only show all campaigns for any given lead, so I'm trying to figure out a way to grab all lead's most recent campaign. Anyone ever done this either as an additional field (on the lead? or on campaign history?) or actually written a report to gather this information (custom formula field on reports?) Thanks so much for any suggestions. P

Message Edited by patricialim on 05-19-2008 03:32 PM
SDSFuserSDSFuser

Hi,

I have created a field on the leads called current campaign.  You could use a formula/workflow/trigger to capture the campaign name and store it in current campaign.

 

if you need additional help let me know.

 

 
Chris ColliganChris Colligan
@SDSFuser, can you give a little more detail about the workflow that you put in place? Thanks!