We’re “closing the loop” on sales I’m trying to identify how long it takes from entering a lead until a quote is created.  However, it appears that when a Lead is converted to an Account, the create date on the account is the date it was converted (not the date the Lead was created).  I was wondering if we can identify a table or field that we can pull to show that original Lead create date.  (I’ve searched and can’t seem to find one).

 

Hi Robert

Whilst I can't answer this conceptually (I don't quite know why this appears as difficult as it is but shouldn't be!) but I can say that a quick and easy fix is to modify "Sub cmdConvertClick(Sender)" in the form System:Convert Lead and simply have this write the original lead create date to a known database column (or add one of your own) such that then you really only have one place to look. This would probably be the best way to handle this.

Regards
Mike