Reports for one job with multiple contacts when a number of those contacts drop off
We relate neighbors to each other, because we are often dealing with multiple neighbors. (We are a fence contractor). Some projects could have 5-7 neighbors involved. We also connect spouses or others in the same household as related contacts. If I run two sales reports, one Lead that involves 4 homeowners and 2 spouses (6 contacts, 4 quotes), and one lead that only involves a single person in a single household, there needs to be a way to report the close ratio to show how much of the job was closed on, not necessarily how many contacts were lost.
Merged with other ideas, fixed, or declined.
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Scott Scheur commented
To be clear, Relating contacts messes up sales reporting big time. It is not possible to have an accurate Sales report in Job Nimbus.