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NSC | Saved Search to Get the Number of Phone Calls Before the First Sale
Scenario:
The user would like to see how many phone calls were made before their first sale.
Solution:
Create a Customer Saved Search and use a formula to get the value.
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
- Formula:
Got other ways of generating the number of phone calls made? Feel free to share your knowledge in the comment section below.
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Michelle Jabanes | NetSuite Support Community Administrator
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