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report only on first meeting scheduled against a lead

Question asked by Kunal singh on Nov 12, 2019

Hi All,

 

This is a bit unique one, my team wants to report only on first meeting scheduled against a lead. all other meetings / followup meeting scheduled needs to be excluded from the report matrix summary.

 

is there an easy way to number the meetings using formulas ? first meeting for a lead being 1 and consecutively other meeting numbered accordingly, i know we will be able to achieve this using customization. i am currently trying to find a solution via formula first before jumping into code.

 

thanks,

Kunal

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