Groupby Business Unit – even when not present (i.e. Activities/Opportunities)

In setups where both Users and Teams own records, it can sometimes be useful to group data by the owning Business Unit, rather than by the Users or Teams individually. Most entities allow you to add an "Owning Business Unit" column in Advanced Find to take care of that, but some do not. Most notably the … Continue reading Groupby Business Unit – even when not present (i.e. Activities/Opportunities)

Groupby on a related entity’s related entity

Are we focusing on the right Accounts and Opportunities? A common question in sales departments. Accounts are often classified in some kind of A, B, C categorization based on their potential value etc. Ideally, that means you sales activity should primarily be related to A accounts and some B accounts. However, a common setup in CRM, is to set … Continue reading Groupby on a related entity’s related entity