Lead Partitions and Workspace in RCE

Version 3

    Issue Description
    Is it possible to add Lead partition/Workspace information in a custom Revenue Explorer reporting?

     

    Issue Resolution
    RCE does not have the ability to segment reports by Lead Partition or Workspace. One possible workaround for leads is to create a custom field on a lead's record and populate it with the partition name.  There is no such option, however, for assets in different workspaces.

     

     

    Who This Solution Applies To
    Customers use RCE/RCA


    Is this article helpful ?

    YesNo