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bristolbluebearbristolbluebear 

Lead Lifetime Report

Hello

I posted this question in Salesforce help and was pointed in this direction for help. 
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"Lead Lifetime Report

Bit of an issue with the report. If one of my guys creates an additional opportunity after conversion and closes that opportunity, there is a break in the lifetime report and the lead will remain neglected although there has been a closed won. How do I?:

1 - Update the 2nd opp to be included in the report. 
2 - Stop my guys creating another opportunity until the original is closed. 
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I'm looking for a trigger that stops an additional opportunity being created if another is owned by the user and is still open. 

Any help or advice will be appreciated. 

Marc 



 
Andy BoettcherAndy Boettcher
Apologies on not getting a response to you until now - but were you able to find resolution for this?
bristolbluebearbristolbluebear
Hello

I have a bit of a workaround with a roll up field and VR which is kinda working 

Marc