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ghultin
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Member since ‎Jan 24, 2022
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Geoff Hultin

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amiller_ism on January 25, 2021
Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to mod read more
Member
June 02, 2022
Yes, we need this ability as well. Exporting reports should be enabled for Sales.
GBcutler on February 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
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Member
January 24, 2022
Data from playbooks (sales rep's recorded answers from customer) is critical data for our marketing. We need sales to ask specific questions at diffe...read more
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