Are you using Info records to record your leads?


It is a fantastic record in the system.

If there are specific people with your company who deal with BD and all leads go to those people, ensure that when you create the Info record, the Owner fields is amended to show your name and you enter the person who you wish to assign the Info to.

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For reporting purposes, there is the option to report of the number of new Info records created by each user and to report on the Info record and the number of converted/lost Info's over a set period, by the Owner of the record.

These look great when reported within a chart, to see the number counts.

Take a look at how to create charts in our Help.