Activity Forums Salesforce® Discussions How to check a lead is converted or not in salesforce?

  • Mohit

    Member
    September 28, 2016 at 6:20 am

    Hi Pranav,

    Once the Leads are converted in a Salesforce Organisation, they aren't directly available in a Leads List View. To view the data of all converted Leads you will need to either use a standard Lead report or create a Custom Report Type based on your Organisation's needs. To create report to view converted lead this is the way:-

    1. Click the Report tab and then click the new Report.
    2. Select the (+) sign next to the Leads folder and select the report type Leads with converted lead Information and click Create
    3. Select the Add drop Down next to filter and select Field Filter.
    4. Set your criteria to Converted equals True.
    5. Click Run Report.

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