Hi I posted this in show and tell. Not sure where to put this.
Hello, I am new to the community. I am trying to setup a database for our acquisition company. I have leads that own multiple products and need to be able to sum up all the products in one place. This works perfectly with grouping. However, my issue is assigning a caller to these leads. I want to link all the lead records with the same names to each other and my caller have a summary of all the products, values and one lead contact field. With grouping I can assign a collaborator but they have to be assigned to each one and it breaks the summary. Can anyone tell me how to complete this correctly? I was hoping another table named leads where it listed the owners once and rolled up the values of all the associated records to that owner.