Wednesday, March 27, 2019

Saved Search that Counts the Number of Leads per City

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose Customer.
3. Provide a Search Title
4. In the Criteria subtab, set Stage = Lead.
5. In the Results subtab, set the following fields:


Summary Type

Name Count
City Group

6. Click Save & Run.

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