I have a need to filter out the non-qualified leads from my win-loss report in the sales report section. I use it for tracking performance of staff and our use case means that unqualified leads should not be included in the data. I do not see a way to accomplish this - please advise.
Hi @MFreeman2,
Could you please share the exact name of your report and/or a screenshot, pixelating any confidential information? Also, could you share your definition of an unqualified lead?
It looks like you’re on a Free or Starter subscription. Here the options are limited, unfortunately. To customize reports, a Professional license is needed.
In general, you would edit the report, click into the Filters section and exclude records there, for example by excluding contacts by Lead status.
Best regards!