Track Lead conversions based on different types of Lead

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Cameron Saemann

• December 29, 2018 04:54

In Copper, we have the ability to set goals for Lead conversions and can track them through the Dashboard. In our case, we really have two types of Leads, and it would be great if we could differentiate between the two and set a goal for each.

Right now there is a Dashboard graph to track Lead Conversions by Source, and that would also work as a goal, but we'd need the ability to select multiple sources for this to work, which is also not available when viewing the Lead Conversion by Source graph.

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• Official comment

  

  Andrew Suh

  • December 31, 2018 23:23

  Hi Cameron,

  While we currently do not support the flow you're describing within the in-app Dashboard, you could do this via our Custom Report Builder integrated with and have more fine grained tracking of lead conversion.  

  Here is the support page on Lead Conversion measuring in our Custom Report Builder: https://support.copper.com/hc/en-us/articles/115003462032-Reporting-Recipes-Time-to-Lead-Conversion.

  Kind regards,

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