• Chris Burrows
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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.

User-added image


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.User-added image

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)

Report 1
Report 2

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.

User-added image


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.User-added image

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)

Report 1
Report 2

Thanks,
Chris