Hello! I have hit a roadblock in my client report I am trying to produce.
I have three categories for our accounts - Clients, Prospects and Leads. We market to Clients a specific way, and we market to Prospects and Leads a specific way.
What I am trying to do is create a report for the Prospect/Lead list that basically does this:
Pull all records for Leads, but only pull the Primary and Authorized Prospects.
My table basically has this data:
Prospect Primary (I want to pull this)
Prospect Secondary (I don't want to pull this)
Lead (blank) (I want to pull this)
Lead Authorized (I want to pull this)
Prospect Authorized (I want to pull this)
Lead Secondary (I want to pull this)
Hopefully this makes sense.