Is there any way to create a report or automate a email that will have data of all contacts that were captured on a particular day with dimensions such as how they were added to the crm, deal stage they are in currently and other contact attributes?
Hi @Thanveer , thanks for posting on this community!
I guess this question is for you @boris.rieunier ![]()
1 « J'aime »
Thanks for your question @Thanveer and sorry for the delay.
For now this type of reporting is not doable. I have reached to you so that we can discuss in more depth your current need regarding sales reporting.
1 « J'aime »