Hi there,
I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop.
Thank you!
Hi there,
I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop.
Thank you!
Hi @Sumu! Welcome to the Community-- happy to have you here ![]()
I want to invite some subject matter experts to see if they have any suggestions.
Hey @Lucila-Andimol, @TomM2, @Shadab_Khan do you have any thoughts on this?
Best,
Kennedy
Hi @Sumu
Think you can set this up by syncing or copying
the conversion info from the company to the Deal.
BUT be careful because in general how the contact/company entered the CRM
and the actions that led to the conversion/creation of a business are different.
You should be able to do this with a workflow.
Hope this helps