Lead Partitions and Workspaces in RCE

Issue

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

 

 


Solution

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.