Automation of Reports

Priya Gopal
Priya Gopal Posts: 7
edited May 29 in Sales CRM #1

Is there a way to automatically trigger daily reports?

For example: Sales Managers get the teams daily performance report in their mail box everyday morning.

Comments

  • Fabrizio Nicolosi_33821
    edited February 25 #2

    Hi Priya my suggest is to create a report with shared link and then create an automation that send daily mail with that link inside.

  • Priya Gopal
    Priya Gopal Posts: 7
    edited April 2021 #3

    Hi Priya my suggest is to create a report with shared link and then create an automation that send daily mail with that link inside.

    Would not be a bad idea, let me try that.