Insights for Organizations and People seems to be totally missing?

Pat Cooley
Pat Cooley Member Posts: 3
edited May 2022 in Sales CRM #1

As our ISR's call and update our database, we need to track progress and get insights into the status of Organizations and People.

Ability to build reports based on Organizational and People fields and statuses.

Is there anyway to do this today?



  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited May 2021 #2

    Not for the Moment but i think that they are working on that. I hope that will be possible soon.

    The only workaround is to export all data via api and do the statistic with excel