One of my user come to me and asked why Num Total Opportunities is not tally with Lead added to that Campaign and converted into Opportunity?
Here is the caused:
Sample screenshots:
In Campaign:
Report of Opportunity type
Last questions surface, so how do we know which is latest Campaign associated with a Lead or a Contact?
Easy... look at Campaign History related list in Lead or Contact page layout (make sure Campaign History related has been added) and field name Member First Associated.
Here is the caused:
- One Lead can be added to multiple Campaigns
- But only the last Campaign associated to Lead prior to lead conversion will be bring into Primary Campaign Source in Opportunity
- When user convert Lead, Primary Campaign Source in Opportunity will be populated with last Campaign associated to Lead prior to the lead conversion
Sample screenshots:
In Campaign:
Report of Opportunity type
Last questions surface, so how do we know which is latest Campaign associated with a Lead or a Contact?
Easy... look at Campaign History related list in Lead or Contact page layout (make sure Campaign History related has been added) and field name Member First Associated.
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