Crystal - Ranking System
Posted on 2011-09-20
I need to create a report that captures our sales people's daily call activity. Our sales people make outbound calls to contacts w/in a company. We tag if it was a call or email and if it was outbound or inbound. I have to create a chart that shows what the call activity was at the company level (unique orgs.). There is a catch. An actual conversation takes precedence over a left message which takes precedence over an email sent.
for ex. Sales Person A calls John @ company ABC on 9/12 and leaves a v/m. A then calls John again on 9/14 and leaves a v/m. John sends A an email w/ his availability for a call. A calls John on 9/16 and has a conversation.
In my chart, Company ABC would only show up once w/ a 'conversation'. I've done this where I've created a formula or even a cross tab and said only report 'distinct count' but there is no way of knowing which category Crystal is putting company ABC in; does it go in the "Left Message" count, "Email" count or "Conversation" count.
Is there a way to prioritize in Crystal?