Sales Hub Tools

scott-heit
Member

Exporting Data on Playbook Usage

We are encouraging the usage of Playbooks for our frontline retail teams. We would like to add incentive on the usage. There is plenty of data on the Analyze tab under Playbooks but I do not see a way to export that data. Idealy we could export it through our private app/api connection that we already have in place, but at minimum we would like to be able to export it as a csv/xls file. Can this be added soon?

1 Reply 1
kennedyp
Community Manager
Community Manager

Exporting Data on Playbook Usage

Hey @scott-heit! Thanks for bringing this to the Community. This is a highly requested feature-- I recommend upvoting and adding your use case to the existing Idea: Export Playbook from company or contact profile. I upvoted as well! 

 

Best,

Kennedy
 


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