Organization/Contact Insights

Martin Fearnley
Martin Fearnley Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights.  Looking at previous requests here its mentioned that it is being developed.  Can you please give an update as this is critical as we grow as a business and we need to track activity.

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 816 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    Hey Martin,

    Are you looking for a filter that would work off of both objects together at once?

     

  • Martin Fearnley
    Martin Fearnley Member Posts: 2 VERIFIED MEMBER
    edited July 2021 #3
    Boris Tsibelman said:

    Hey Martin,

    Are you looking for a filter that would work off of both objects together at once?

     

    Hey Boris

    It doesn't have to be together.  Just the ability to have a filter that shows how many new adds any user has added in a time period would be fantastic.  One for organizations and one for contacts etc

This discussion has been closed.

Categories