Airtable lead distribution credit system

696 2
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer

I already managed to make a postal code based lead distribution to specific agents. My challenge now is to work with credits and subtract 1 credit from every agent who received a lead.

Does somebody have any idea how to fix this?

2 Replies 2

Hi @adaptoo ,

Welcome to Airtable Community!

The way to do so is to use Count field to count the linked Leads to each Agent. I guess this is the opposite of what you’re looking for though?

Hi @adaptoo,
I think you might want a third table to manage the transactions. This table links to Agents and Leads. You can pull in the existing credits from Agents, and the credit value from Leads, then subtract and update the credit total in Agents.