To create a search that pulls up the date when a Lead was set to Qualifed or Unqualified, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set the following:
Field | Description |
Status | is any of Lead-Qualifed, Lead-Unqualifed |
System Notes: Field | is Status |
5. In the Results tab > Columns subtab, add the following:
Field | Summary Type | Summary Label |
Company Name | Group |
|
Sales Rep |
|
|
Sysytem Notes: Date | Maximum | Date Qualified/Unqualified |
6. Click Save & Run.
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