Hi there,

The issue I am having is email tracking is counting activities on the Opportunities level, but not the Lead level when checking the Activities Report.



The number you see in the screenshot (55) is all opportunities, but no leads. How do I get it to count both leads and opportunities?

Thanks.

Hi there,

I have 2-3 reports that I would like to merge into one and remove duplicate Company/Accounts. Is this possible?

One method I read about was to Create a Custom Report Type (https://www.salesforceben.com/the-drip/tackling-duplicates-in-your-salesforce-marketing-database-finding-merging-duplicate-leads/) 

Another method was to open up one report, go to Edit> Change format to Joined Report.

Some things to mention are that the reports I want to merge have identical columns/same layout. One is basically part 1, the other is part 2. There is a third report I would like to merge, but it uses a different object than the other two. (First two are Leads, third report is Activities)




Thanks,
Chris

Hi there,

The issue I am having is email tracking is counting activities on the Opportunities level, but not the Lead level when checking the Activities Report.



The number you see in the screenshot (55) is all opportunities, but no leads. How do I get it to count both leads and opportunities?

Thanks.

Hi there,

I have 2-3 reports that I would like to merge into one and remove duplicate Company/Accounts. Is this possible?

One method I read about was to Create a Custom Report Type (https://www.salesforceben.com/the-drip/tackling-duplicates-in-your-salesforce-marketing-database-finding-merging-duplicate-leads/) 

Another method was to open up one report, go to Edit> Change format to Joined Report.

Some things to mention are that the reports I want to merge have identical columns/same layout. One is basically part 1, the other is part 2. There is a third report I would like to merge, but it uses a different object than the other two. (First two are Leads, third report is Activities)




Thanks,
Chris