01-01-2010 06:03 PM
I'm not a beginner, but not advanced.
I track Leads in my Networking Group. Leads from and Leads To.
I have a database of the leads.
I want to create an automated report of: "Leads From" and "Leads To" by person.
I can't figure out how to query the "Leads From" field by person .... or am I thinking the incorrect way?
Can someone point me in a direction? I'll do the research so I can learn!
01-02-2010 12:21 PM
I am not entirely clear on what you are doing...
Did you create a custom field 'Leads To' and another 'Leads From' on the contact record?
And then you put a name in the appropriate field?
If so, isn't it possible that you would need more than one name in a field when someone provides more than one lead?
What version of Act! are you using?
01-02-2010 02:16 PM
01-04-2010 08:14 AM
01-04-2010 02:07 PM
What you are describing is two cross tab reports since you have two fields Lead_To and Leads_From versus one field with multiple choices. The reports are almost identical and would display the Lead_ heading in a column and each person in the networking group would be a row with their total displaying.