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Calculated Field - no of sales

Geraldine Hunt

HI,

Wondering if someone could help.

I'm trying to create a calculated field on an account to return a count of all opps on the account that are at a certain sales stage and type = NEW?

I also want to add in a count per product - 1 opp at sales stage A for product X, 1 Opp at sales stage A for product x .

Thanks

Ger

Ge

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    Core sugarLogic formulas are unable to conditionally count based on 2 or more fields.

    Instead you can setup a BPM process which populate/update a set of custom fields on the Account based on specific fields from a target module (Opportunities, RLI).

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    Core sugarLogic formulas are unable to conditionally count based on 2 or more fields.

    Instead you can setup a BPM process which populate/update a set of custom fields on the Account based on specific fields from a target module (Opportunities, RLI).

    Good luck!

    André Lopes
    Lampada Global
    Skype: andre.lampada
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