
I was asked to build a group that showed all Accounts that had been converted to Leads and had NOT been assigned a Leadsource. In the customer's system they had created two custom fields- Lead.QualifiedBy which populated Account.QualifiedBy during the Lead conversion process.
Add in the following conditions under Accounts to build the group-
| Not | ( | Field | Operator | Value | ) | And/Or |
| ( | Account.QualifiedBy | does contain data | AND | |||
| X | Account.Contact.Contactid | in | (select contactid from contact_leadsource) | ) | END |
This creates the following SQL syntax:
SELECT [list of fields in group's layout] WHERE (A1.QUALIFIEDBY IS NOT NULL AND A1.QUALIFIEDBY <> '') AND (A3.CONTACTID IN (select contactid from contact_leadsource)) ORDER BY A1.ACCOUNT_UC ASC
You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.