Lookup Helper Use Case Library

Problem:  

As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.  Also, having a Sales leader board would further motivate Sales Reps to increase their productivity.

1. Rollup organization-wide metrics - Create a single object with a single record for your organization. Then, setup Lookup Helper to link each source record to it, so as to get a global SUM, AVERAGE, MAX, MIN, COUNT across all records tied to that organization-wide record.
2. Categorize / group your...

With Lookup Helper you can automatically relate opportunity products to the account the opportunity belongs to. To Achieve this you may follow these simple steps:

If you have a need to automatically assign child records to the owner of the parent record, look no further for a solution! With Lookup Helper you are able to set a custom or standard user lookup field for a record automatically by referencing information available on a parent record.

Lookup Helper can automatically create lead source campaigns, and relate your leads directly to the correct lead source campaign. With this relationship in place you can see a related list of all of the leads that have come into your system for any given lead source, you may also use our Rollup...