Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "e
Daniel Steyn_20524 Posts: 18
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,229edited 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.0