Hello all,
I'm relatively new to working with the Dynamics CRM Online and was hoping I could get my questions answered or at least mostly answered.
I'm working on the marketing side of the CRM and am trying to put together a couple of charts based on the marketing stage of a lead (New, MQL[contacted], SQL[ready to convert]). Is it possible to put a chart together that shows me the activities of a lead by their marketing stage? To explain, I want the chart to show how many emails, nurture emails, and how many phone calls were sent/ made to all New, MQL, SQL leads.
I also want to put together another chart that shows leads that lead to revenue. I'm assuming I would do that based off leads/ contacts that turn into opportunities, but is there a way I can set up a query to base my chart off of?
Any help on both or just one of these issues would be greatly appreciated as I've tried to throw these together and I have no clue where else to start or what else to look into. Thanks.