Hi,
I used the new options, create a list based on Deals properties. My list is created. Is there a way to send that list in an excel format every week to a specific user? I saw an API list ID - maybe it’s a way to do it? thanks
This sounds like it should not be a list and should instead be a tabular report that is scheduled to send on a recurring basis ( Share or export reports and dashboards ). Would this work? Or is there a specific reason why this is a list?