MathewCrist
4 years agoQrew Member
Create a numeric summary field in the same table / view summary total of converted leads only
I have created a numeric summary field from a child table to the parent table, no problem. It allows me to easily create a summary report in the Parent table to see my total # of leads vs total # of scheduled leads by location. However, I can't seem to figure out how to achieve the same thing within the child table itself where the data originates.
I tend to overcomplicate things, so let me try not to do that and explain it this way also...
I would like to track the total # of 'converted' leads in a summary report. I only have the option to see # of total leads, or a breakdown of all leads by status (scheduled, disqualified, unable to reach, not interested, etc.). Is there an easy way to do this?
Thanks,
Matt
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Mathew Crist
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I tend to overcomplicate things, so let me try not to do that and explain it this way also...
I would like to track the total # of 'converted' leads in a summary report. I only have the option to see # of total leads, or a breakdown of all leads by status (scheduled, disqualified, unable to reach, not interested, etc.). Is there an easy way to do this?
Thanks,
Matt
------------------------------
Mathew Crist
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