Hello,
I am trying to determine if it's possible to create a joined report for leads and orders. the leads reporting would need to be unique by email (we don't want to count duplicates using email as the unique key). We would need a count of leads created by month/year. then we want to see sold orders month/year. And finally a closing (sold orders) percent based on number of leads entered monthly.
I think the 'removing duplicates' by email is the part that would make this not possible?
#Reporting
2 个回答
This is great! thank you @Himanshu Shekhar. one question on the flow, not sure I understand the logic...Are you saying a flow that just checks a box on the first occurance of that email address?
