Kathryn To Advise

Kathryn to advise worksheet tab in the google report is found in the monthly Juicy report which will be automatically emailed to Shiela.

• Testimonials

• Source of new leads 

• Lead Magnet Downloads

• Total # Of Leads

Total Number & Cancelled Service Plans

1.Get the total number of Service plans first

2.Go to Airtable Client & Team Register base 

3.Choose Client Information

4.Choose Group

5.Click See all fields

6.Click  Service Type

7.It will show the total count of Service plans

Note: Please make sure to return Airtable to the original setup, and delete the filters or groups you applied.