Quick summary
This demo shows how to view converted leads in Salesforce by building a filtered Leads report using the Converted filter set to True. In just a few steps, sales and ops teams can instantly surface all leads that have been converted to opportunities or contacts.
Steps
- Click the Reports tab from the top menu of the dashboard or access it from the App Launcher.
- Click New Report at the top right of the reports table.
- Choose Leads as the Report Type.
- On the left side view of the report, go to Filters and click Add filter.
- Search for and select Converted.
- Set True as the operator, then click Apply.
- The Salesforce report will filter and display all converted leads.
