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I am preparing a dashboard for my client. It is a side thing, I do mostly ads for them but I said I could try to help with salesforce. Basically, my client wants to know how many leads each of our users qualified.

Is it possible to track such a metric?

Side question: Can I add such lead qualification event so it counts as Activity?

Thanks, Erw

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  • Have you tried creating a report using Leads as a report type? – identigral Oct 29 '20 at 20:43
  • Hi, yes I created a report using Leads as a report type, but I can't see the column such as let's say "Qualified by". – Erwin Adrian Wysocki Oct 29 '20 at 20:56
  • If you are new to Salesforce, there are many tutorials available at Salesforce Trailhead. – David Cheng Nov 1 '20 at 19:56
  • You'll likely need to work with your client to determine how lead qualification is reflected in their data model. – David Reed Nov 3 '20 at 0:15

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