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Tim Gorny a publié du contenu dans * Lightning Now! *

hey guys,

 

hope i'm in the correct section here. i have two questions about the administration of my sales cloud. maybe you can help me with this.

 

At my contact-list and my list of campaigns i have the opportunity to edit the contact details directly in the list. There is an "edit-mode" (with a little "pen"-button). In the campaign-member-list i do not have this feature. I would need to open the respective profile first and change the attribute there from a to b (e.g. the campaign-status).

 

The (important) funnel/filter- and the chart-features are missing as well.

 

Maybe its possible to change this in the setup. But unfortunately i can't find it.

 

my second problem:

i need the opportunity to count details from different campaigns in one attribute. for example if i create a new campaign and want to have a "digit"-attribute there how often a contact took part in the previous x campaigns. I tried with the rollup-summary-fields but this didn't lead me to the wanted results.

 

Do you guys have an ideas about this problems?

 

Best regards

Tim

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