Dashboards & Reporting

Malkamus
Member

Create report of old sales owners

SOLVE

A sales person assigned 500 contacts to another sales person - how do I create report/list of those contacts - being able to track contacts as they switch from one sales rep. to another.

 

 

1 Accepted solution
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Create report of old sales owners

SOLVE

Hi @Malkamus 

 

You can filter Contacts by the "Owner assigned" property to see which contacts changed.

 

Unfortunately the only way to get the previous owner is Custom Code.

 

Cheers

Mike

 

 

Thank you for the heads up @TiphaineCuisset 

 

 

View solution in original post

3 Replies 3
pajvitamin
Contributor

Create report of old sales owners

SOLVE

Geat working with you all 

0 Upvotes
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Create report of old sales owners

SOLVE

Hi @Malkamus 

 

You can filter Contacts by the "Owner assigned" property to see which contacts changed.

 

Unfortunately the only way to get the previous owner is Custom Code.

 

Cheers

Mike

 

 

Thank you for the heads up @TiphaineCuisset 

 

 

TiphaineCuisset
Community Manager
Community Manager

Create report of old sales owners

SOLVE

Hi @Malkamus 

 

Thank you for posting in the Community.

 

You could use the filter "has ever been any of" for the property Contact Owner in a list. That will allow you to have a perspective of how many contacts have owner B but had owner A in the past for example. 

 

I also wanted to tag in a few subject matter experts. @gelflex-cc  , @johnelmer  ,  @Mike_Eastwood do you have any suggestions for @Malkamus  around how to best track changes for the Contact Owner property? 

 

Have a lovely day

Tiphaine


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