Hi Erwin, if I were you I would just convert the field that contains the sales person’s name into a linked field to another table, and then use a Count
field.
Here’s an example


Thank you so much. I assume that the linked field Table1 in the Sales People tab has to be entered manually?
Thank you so much. I assume that the linked field Table1 in the Sales People tab has to be entered manually?
Nope. Links that you fill in the first table, automatically appear in second (same for delete). It fills existing record with matching name, or creates new if needed. Note that if you remove link after that, link will be deleted in other table, but record will stay.
Total number of links in each of 2 linked fields is the same number.
Thanks for the help! It finally worked out!
Now an additional question, there is a second field: ‘Project’.
If a sales rep has a deal on another project then it should also show up on a different line, as this is a separate count
So far I only get it like this, where project A and project B are on the same line.
How could I get this done?
Thanks again!

Thanks for the help! It finally worked out!
Now an additional question, there is a second field: ‘Project’.
If a sales rep has a deal on another project then it should also show up on a different line, as this is a separate count
So far I only get it like this, where project A and project B are on the same line.
How could I get this done?
Thanks again!

Nah, you can just make your Zap update that field directly with the sales person’s name.
Regarding your second question, I’ve updated the original base and it should now do what you’re looking for in the Sales by Projects
table.

The idea is to use an automation to paste the text eSales person name]|sProject]
into a linked field, which helps us compile everything in the Sales by Projects
table. From there, we just use a Count field again.
Since you’re already using a Zap for this, I recommend you update your Zap to put the text Sales person name]|eProject]
into the linked field instead of using an automation to save your runs
Thanks for the good help. I have worked it out.