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How can I get a report on Activities tied to leads from Explore?
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Posted May 02, 2022
I am trying to run a report to show all leads and the latest activities tied to them? Please help
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Posted May 02, 2022
I am trying to run a report to show all leads and the latest activities tied to them? Please help
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Official
Dainne Kiara Lucena-Laxamana
Hi Prashant!
We have released several Explore recipes that you can use to create a report based on your Leads activities which you can check out here: Zendesk Sell Explore Recipes. Please feel free to customize the reports as you see fit. I also suggest checking out this article which you can use as a reference for metric/attribute calculations.
Hope this helps!
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