Kato

Ah right - I was clicking "converted" on the lead status drop down menu

Thanks

How do I pull up reports by field tags, for instance a report of all accounts with a specific lead status or a specific lead source?

A lead comes in. I add it as a lead. The lead buys and becomes a customer. I want to convert the contact from showing up under the leads pane to showing up under the contacts pane.

How do I do that?

Is it possible to assign a custom lead source tag?

For instance, if one runs a specific google campaign which sends a specific email when clicked, the idea with CRM would be to track which leads result from each different campaign so that one can then focus advertising spend on the most effective campaign.

The only way to track the effectiveness of any advertising initiative would be to add "Google Campaign XYZ" to the leads drop down menu.

Is this possible?

Yo guys, just worked it out.

When you get to the match csv fields window you have two panes.

Import fields pane on the left with the fields of your csv file.

Reflect pane on the right with two colums being "Lead Fields" and "Matching Import Fields"

Matching Import fields is a drop down menu field.

So you want to match First Name from your csv file (left pane) to First Name in Reflect (right pane) then click on First Name in the right pane, then click right next to it in the Matching Import Fields column. A menu will drop down and you can select the appropriate column from your csv file in the left pane.