//rental.software/account/
Answered
Hey IO
I need your help generating a list of clients for both A-1 and All Affaires, ideally separated on a Google Sheet. If merging them saves time, that’s fine too.
Here are the criteria:
- Event planners who’ve done frequent repeat business with us (regardless of spend).
- Clients who’ve spent the largest amounts with us. This one i figured out how to do i just couldn't get only there email to show up
- Identify prominent event planners who may not fit the above two categories but have worked with us in the past 12 months. Even if they only booked once, they’re worth noting.
Thanks!
The same question
You can create a filter and report for this...but it would be up to you to decide what is "prominent" and put that into terms of a filter. Take a look at Settings-->Filters and look over the information there for your filter options
You can create a filter and report for this...but it would be up to you to decide what is "prominent" and put that into terms of a filter. Take a look at Settings-->Filters and look over the information there for your filter options
You can create a report for sales by customer as well? Create the report and group by organization or name and have the leads $ listed.
You can create a report for sales by customer as well? Create the report and group by organization or name and have the leads $ listed.
Hi, could you check Izzy’s filter? Specifically, I’m wondering if there’s a way to display the combined total they’ve spent without showing them multiple times in the results. I already have the total but want to streamline the view.
Hi, could you check Izzy’s filter? Specifically, I’m wondering if there’s a way to display the combined total they’ve spent without showing them multiple times in the results. I already have the total but want to streamline the view.
I saw you have a 'repeat customer' feature, but that’s all I noticed regarding this
I saw you have a 'repeat customer' feature, but that’s all I noticed regarding this
Also is there a way of showing how many times they used us like number of times
Also is there a way of showing how many times they used us like number of times
You can do something like this...and filter by statuses, dates, etc:
You can do something like this...and filter by statuses, dates, etc:
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