TT – Converted Lead Reporting in OpenCRM



CRM systems give you the tools you need to manage your business, especially your sales process. A big part of using a CRM system to manage your Lead to Opportunity to Customer process is being able to measure your team’s success every step of the way.

This video will walk you through how you can gather your Lead conversion rates in OpenCRM. The Report we create in the video shows you which of the Opportunities in your sales pipeline have come about as a result of converted Leads.

We’ll cover what Lead conversion means in OpenCRM and give you step by step instructions (and a few tips) on building your conversion Report. This includes suggestions for fields to include in the Report, what criteria you’ll need to set, and some options for tweaking the Report to make it even more powerful.

By the end of it, you’ll have the information you need to gather the statistics you need to show where your most frequently converted Leads are coming from and how much revenue you are expecting to generate from the different sources.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

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