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Wishlists in Reports

Josh C. shared this question 5 years ago
Answered

How can I create a report that shows me how many leads came in via Wishlist as opposed to a Sales Rep creating an order (phone/email)?

Comments (2)

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Is everything from you online form considered a Wishlist lead? Vs leads created on the back-end? I'm trying to see what differentiates them in our software so that we can key off of this information in the database.

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Yes. They would be converted to a Quote once our sales team actually got their hands on them, but we want to track how many orders would be coming thru the website.

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