Lead Partitions and Workspace in RCE

A document by KCS Integration on behalf of e7a0d1ecd0b6a45a9b2b95cce957c9fa48144e95 on Feb 15, 2018Last modified by Vishal Sharma on Jun 26, 2018
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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


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