Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "e

Daniel Steyn_20524
Daniel Steyn_20524 Member Posts: 13
First Comment
edited July 2022 in Sales CRM #1
Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "entry" has a creator name (see my name in the attached image). We would like to create a filter or report using that "creator" information to see how many of the new contacts/organizations/deals were created by specific individuals or sources (API/Zapier/etc). Has anyone had any success with being able to access that field?

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited July 2022 #2

    You can use the Creator field as a filter, show as a bar, show as a segment when creating reports in Insights for Deals.