Monday, January 28, 2019

Saved Search to Identify and Count on One Report the Lead, Prospect and Customer Record per Sales Rep

1. Create a Customer Saved Search
2. Navigate to Lists > Searches > Saved Searches > New > Customer
3. Set the following settings:
    a. Criteria Tab > Add Filter: Inactive = is False
    b. Results Tab > Sort by = Id > Add Field:
         *  ID
         *  Sales Rep -> Summary Type = Group
         *  Name
         *  Formula (Numeric) -> DECODE ({stage}, 'Lead',1,0)  and  Summary Type = Group
         *  Formula (Numeric) -> DECODE ({stage}, 'Prospect',1,0)  and Summary Type = Group
         *  Formula (Numeric) -> DECODE ({stage}, 'Customer',1,0) and Summary Type = Group
4. Click Preview
5. Click Save

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