Tuesday, February 26, 2019

Team Selling enabled: Customer Search showing Contribution % Total not equal to 100%

This article is applicable if Team Selling is enabled.

 

1. Lists > Search> Saved Searches > New > Click Customer

 

2. Rename Search Title

 

3. On the Criteria tab> Standard sub tab

 

>> Add on *Filters | * Description

 

>> Inactive | is set to No

 

4. On the Criteria tab> Summary sub tab

 

>> *Summary Type | * Field | * Description

 

>> Sum | Contribution % | not equal to 100

 

>> Sum | Contribution % | is not empty

 

5. On the Results tab> Columns sub tab

 

>> * Field | Summary Type

 

>> Name | Group

 

>> Contribution % | Sum

 

6. Save and Run

 

 

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