見込み客情報の集計について
・実施したいこと
レポート機能にて、見込み客(商談化したレコードを含む)件数の集計。
ZohoCRMでは見込客のレコードが取引先・連絡先に変換した際に商談レコードが作成され、見込み客のデータが消える(厳密には見えなくなるがデータとしては保有している)理解です。
理論上は「全見込み客件数＝見込み客タブ(商談化前)+商談タブ」で実現できる認識ですが、1つのレポート内で集計を実現したいです。
ご教授よろしくお願いいたします。
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