Forum Discussion
MathewCrist
4 years agoQrew Member
Thanks Mark, and so when I do that, I would need to add a formula to the summary field?
If so, I may need some help on what that formula would look like.
Best,
Matt
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Mathew Crist
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If so, I may need some help on what that formula would look like.
Best,
Matt
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Mathew Crist
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MichaelTamoush
4 years agoQrew Captain
Matthew,
To answer your last question, you would add filters to your summary field. I'm assuming you have a field in your leads table that is something like [Date Lead Acquired].
So your summary field for # of leads acquired last week could be something like:
Number of leads where:
[Date Lead Acquired] is on or after 7 days in the past.
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Mike Tamoush
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To answer your last question, you would add filters to your summary field. I'm assuming you have a field in your leads table that is something like [Date Lead Acquired].
So your summary field for # of leads acquired last week could be something like:
Number of leads where:
[Date Lead Acquired] is on or after 7 days in the past.
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Mike Tamoush
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