Automation of Reports

Priya Gopal
Priya Gopal Member Posts: 7 VERIFIED MEMBER
edited April 2024 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.

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Answers

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited February 2022 #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 Member Posts: 7 VERIFIED MEMBER
    edited April 2021 #3
    Fabrizio Nicolosi said:

    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.

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