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JNewman
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Member since ‎Jan 20, 2021
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JNewman
Contributor
February 07, 2024
Reply to Comparison of properties as enrollment condition on lists/workflows
Definitely need this - need to compare two dates (sale and cancel) as we chargeback commission previously paid if the sale is cancelled within a cert...read more
JNewman
Contributor
May 27, 2021
Reply to Need help with company report showing deals and activities in a period
I do have the two reports but it's hard to work with them because they have different companies listed depending on whether they had deals or not. T...read more
JNewman
Contributor
May 27, 2021
Reply to Need help with company report showing deals and activities in a period
The problem I am having is that if I set a filter for all deals closed in January and another filter for activity dates in January the report only sh...read more
JNewman
Contributor
May 27, 2021
Reply to Need help with company report showing deals and activities in a period
I do want to see the closed deals, correct. For Company A, I want to see all deals closed in January and all activities that happened in January. ...read more
JNewman
Contributor
May 27, 2021
Reply to Need help with company report showing deals and activities in a period
I'm ok with all of that for overall deals and activities but when I want to see a given period, that's when the count seems to go wrong. I want to s...read more
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JNewman on May 26, 2021
Need help with company report showing deals and activities in a period
I am trying to build a report that shows a count of deals closed and a count of activities undertaken against a set list of companies for a given period. For example, in the last month Company A had three sales, no activities while Company B had no read more
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