Losing lead creation date when converting to customer and potentials?
My problem - Currently when you create a new lead in Z CRM it is time & date stamped, once you convert the lead to a customer it is then re stamped with a new time and date losing the original information.
The reason this is important is when you want to run a report to see how many leads you generated each week the numbers are incorrect as hopefully some will have been converted to customers and sales.
My question - Is there a way to keep the information so i can run the required report as this seems to be a logical stat any company would want to know.
Moderation Update (18th June 2024):
Now, you can view the Lead's history and interaction in the Contacts, Accounts and Deals module, after conversion.
Read more in the announcement post.
https://help.zoho.com/portal/en/community/topic/access-lead-history-post-conversion-for-improved-follow-ups-in-crm
Read more in the announcement post.
https://help.zoho.com/portal/en/community/topic/access-lead-history-post-conversion-for-improved-follow-ups-in-crm
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