Leads can be related to many Campaigns in your CRM. You can see the list of campaigns in the Campaign related list below the lead details. The very first Campaign a Lead is connected to is it’s “Campaign Source”, and this information is stored in an inaccessible field.
When the lead is converted this is the campaign that flows down to the newly generated Deal record as the Deal’s Campaign Source. So what if you wanted to measure the number of leads a campaign actually generated? If you create a report that gives you a lead count per campaign – this report will include each time a Lead was involved in a campaign, NOT the leads generated by the campaign. One easy solution is to generate a custom lookup field “Source Campaign” and manually populate it with that first campaign name. Then you can use this custom field to generate your report to get the count of leads actually generated by each campaign! For a more automated, advanced solution, you can use workflow to populate the field automatically.
To create the report, select Leads as your module. Do NOT select campaigns as a related module. You can either choose a matrix report with Source Campaign as the Row header, Lead Status as the column header and record count “Column to Total see the counts separated out by Status and can also see the total. Or, you can instead set up a Summary report where you group on Source Campaign, then you can see the details (a list of leads generated) by each campaign.
For more information on reports, please don’t hesitate to contact us!
Hello, I am trying to create a blueprint under potentials, and for the criteria I need it to be in a specific stage of the process, as well as a specific type of work, along with a specific mailing city, however I do not have the option to choose a mailing city. Will I need to create a campaign which specifies the specific mailing city or is there a way to allow that to become part of the drop down menu’s option for the blueprint I am trying to create.
Thanks
HI lauren,
In order for the “Mailing City” to be part of the Blueprint entry criteria, you’ll have to establish it as a field in the Potential record – the only fields available for blueprint entry criteria are the fields in the selected module. Make sense?