Needing to provide a reporting view that would help us create report or export to CSV, XL.
Have been told by Support that what I want would require some API work.
I need to be able to show more detail behind team activity to leadership. Would like to be able to create report that is from the Sales/CRM side.
Report to include:
First Name | Last Name | Associated Company | Last Activity Date | Last Contacted | Engagement Type (email, call, note, form submitted, all pulled from timeline) | Last Engagement Notes (pulled from timeline, either auto entered from Outlook sync or the info you enter when you manual enter an engagement note)
I have been able to get most in a Contacts view that I could export to XL but the engagements are not an option without the API work.
Thanks for any direction you can give me,