workflows that prepare reports and print them out for Managers

Dave94040

I do Sales Ops, and it sure would be nice if every Monday, an automated workflow would print out the Deals, Stages, Close Dates, etc. without me having to do anything. 

 

The reports are built, now let's automate the task of sending them to people and printing them out. 

 

 

0 Upvotes
1 Reply
Jimmy
Contributor | Diamond Partner

hi Dave,

 

do you know that it already exist !

You can go on your report :

Jimmy_0-1600676550046.png

then "email this dashboard" and you will be able to define recurring email !

Jimmy_1-1600676643972.png

I hope this helped you 🙂

 

Jimmy