Export list of contacts in the default productivity report on the Sales dashboard
Aug 20, 2017 12:06 AM
Has anyone found a way to export the contacts that are listed in the default productivity report of the Sales dashboard?
When you click a specific activity you get a list of the contacts impacted by that activity type. See attachments.
I need to capture this activity to create a Do Not Delete list of contacts and make certain no contacts with associated productivity are deleted when we purge this database to correct some other problems.
Any suggestions welcomed!