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JSterling
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Member since ‎Aug 17, 2022
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esealpha on June 11, 2022
Companies based on Deals/Line Items
We have loaded all the Deals we've had over the past 5 years. We can look at each Deal and see the associated Line Items (which are also pulled from our Products Object). So now, I want to make an Active List of all the Companies that have purch read more
Reply Discussion
7 upvotes
5 Replies
JSterling
Participant
August 18, 2022
I also work in the B2B space and just got everything settled in. While I did do many things manually, that was a mistake. In this situation, there ar...read more
Solved
JSterling on August 17, 2022
Looking to sum the total item count across all companies
I have a few hundred companies that have purchased at least 1 of our 14 services, billed recurrently. While using SalesForce, we tabulated the total count across all companies to gauge interest. I've been able to create an "Unsummerized List" report read more
Reply Discussion Professional
0 upvote
3 Replies
JSterling
Participant
August 18, 2022
Thank you! I created a custom field to differentiate current cutomers v. former customers and used that to sum the fields in a pivot table.
Solved
JSterling on August 17, 2022
Looking to sum the total item count across all companies
I have a few hundred companies that have purchased at least 1 of our 14 services, billed recurrently. While using SalesForce, we tabulated the total count across all companies to gauge interest. I've been able to create an "Unsummerized List" report read more
Reply Discussion Professional
0 upvote
3 Replies
JSterling
Participant
August 18, 2022
Thank you! I created a custom field to differentiate current cutomers v. former customers and used that to sum the fields in a pivot table.
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