We use companies for client companies and have a custom object for introducer companies which is working quite well and I’d like to keep the two separate. We associate the introducer to companies and deals that they are attributed to.
For our introducer teams, I am trying to map out how they manage their leads and deals. Currently, they only create an introducer record when the introducer has signed up and onboarded.
What I would like to show is how many leads a rep is being assigned, and how many convert into an introducer record. However there are often many contacts / leads for one introducer.
Any help is appreciated 🙂
