Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ChandlerChandler 

Email Custom Report

Hi,

 

 I am trying to schedule a weekly email which sends lead report to hundreds of sales reps in our company.

 The challenge with this is ...we want individual reps only see leads create by themself in the emailed report.

 Does any one have idea about how to achieve this?

 

 

Best Regards

Chandler.