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Saved Search to Get the Number of Phone Calls Before the First Sale

edited Jun 4, 2022 12:48AM in Search / Reporting

1. Navigate to Lists > Search > Saved Searches > New

2. Select Customer

3. Enter Search Title

4. In Criteria tab > Standard subtab

  • Filter: Select Formula (Numeric)  
  • Formula: CASE WHEN {transaction.mainline} = '*' AND {transaction.type} = 'Sales Order' THEN 1 END

5. In Results tab 

6. Field: Name

  • Summary Type: Group
    • Field: Formula (Numeric)
  • Summary Type: Sum
    • Formula: CASE WHEN {call.status}='Completed' AND {transaction.datecreated}-{call.startdate} >0 THEN 1 END


Michelle Jabanes | Ask a Guru

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