取引先、連絡先、案件の項目をリード一覧で紐づけて確認する方法
マーケ経由のリードが最終的にアポになったのか、受注にいたったのかという分析をしたいと思っております。
現状、リードタブのほうには商談後のフェーズを記載する項目がないようですが、
案件タブにはステージという商談後のフェーズを記載する項目がありました。
つきましては、リードと案件の項目「ステージ」を紐づけて一覧で見る方法は何かございますでしょうか？
Sales forceだとレポートという機能でできたかと思いますが、ZohoCRMではどうなのでしょうか。Access your files securely from anywhere
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