Organization/Contact Insights

Martin Fearnley
Martin Fearnley Posts: 2
edited July 14 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.

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    Hey Martin,

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

     

  • Martin Fearnley
    Martin Fearnley Posts: 2
    edited July 2021 #3

    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