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Removing Duplicates from a Contact Search in order to Sum
Hi, I'm trying to write a Saved Search to use as a KPI on a dashboard, and I'm struggling to find a way to get the results I want.
Basically, we use a custom field track the Number of Locations a Parent Customer has in order to determine the size of a lead. We're using an Contact Workflow to set up a drip email campaign to message all Contacts under a Parent Customer. We'd like to have fast visibility into the total number of locations that are currently still in our email campaign workflow.
Because it's a Contact Workflow, we have to run a Contact Saved Search so that we can use Workflow: Workflow and Workflow: Active as criteria for the search. Unfortunately, since some leads have multiple contacts, in our results, there will be a line for each contact, which prevents us from using Sum on the Number of Locations field, as any lead with multiple contacts will have it's Number of Locations multiplied by the number of contacts (ie. if Lead X has 2 locations and 2 contacts, Sum will count those 2 locations one time for each Contact).