Name of Feature/Request: Link Lead and Opportunity datasets
What financial, time savings, or quality of life improvements will occur from this: To be able to link the Opportunity Dataset and Lead Dataset on the Report Builder (Beta). | Frequency: I’ll need this function every week ideally, but at least every month to make the data available to my entire team. | We need these reports to measure our sales effectiveness, which is crucial for a business
Attempted Solutions So Far: We have tried to maintain a log that we fill in manually, but this takes up time and resources unnecessarily.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I want to create a report that shows the Lead’s status, Opportunities relating to the Lead, and Sales Orders relating to the Leads. | Previously accomplished: This request is not currently being met, and never has been before, as we are just starting to use reports to track our KPIs.
StrivenID: 4868979