I am looking for successful quotes as defined by “Bound”
The data is showing each option offered to the client as one row.
If 2 options were offered I want to combine into one quote.
For example the top 2 rows are one quote with 2 options.
The bottom 3 rows are 2 quotes with 2 bound or successes. A third option was offered as part of the 2 quotes.
When I group by Insured Name and Quote Initiation Date it works for the top 2 rows in that it combines to one quote that was not successful.
However the bottom 3 rows group to 1 quote that was successful as opposed to 2 quotes.
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