MQL -> SQL Report

Smart CRM & Sales Hub Sales Hub Tools
1

Hello,

i am looking for a way to list all leads, that have been conferted to SQL by me (manuall). Is there any chance to list all that leads, that been assigned to me in the past and are now assigned to someone else, that became SQL in selected time?

2

Hi @BjörnB ,

If you have access to the lists tool, you should be able to create a list with these criteria:

  • Contact property > Contact owner > has ever been any of > [you]

AND

  • Contact property > Contact owner > is none of > [you]

AND

  • Contact property > Became a sales qualified lead date > is between [your time period]

This will give you a list of contacts who used to be owned by you, are no longer owned by you, and became an SQL during a specific time period.

If you don’t have access to lists, this will not be possible because contact filters cannot filter for all these things at once.

3

Hi @vrneuman

I need to have a look at this list tool.

Thanks for your fast response.