Hi,
So I have a table called Daily Hits to which my Touchpoints are linked to - so a day might have 30 touch points as an example - I’ve created another table called Journeys… what i want to do is have a number of columns representing a customer journey - each column would be a step as an example… and I need to make sure that step is done or how many of htose steps are done.
So for example my Touchpoints include ‘Booster Shots’ where I send a prospect some information - in the Journeys example if I have 50 rows of prospects I want to have a column for ‘Booster Sent’ and so I could quickly see how many of the prospects got a Booster sent - for that I was thinking I could create a lookup field for Touchpoints… like a Loopup… but have that Lookpu filtered by only those that have a Type of ‘Booster Shot’ don’t know if this makes sense but any input/help would be much appreciated.
I should probably make a video one sec
Hope this makes sense - thank you
Thank you!