Re: Possible to Customize RTP Report per Rep?

Eric_Nguyen2
Level 2

Possible to Customize RTP Report per Rep?

The daily Lead and Organization RTP reports have been, at first blush, "interesting" to my reps. But virtually all of them have asked to be able to customize/filter the reports so that the Lead and the Organization reports only show the prospects/prospect companies that they're committed to attacking.

Being that RTP was built around the premise of account-based-marketing (ABM), I should be able to set this up for each rep, but haven't quite figured it out.

- Would I need to set up an ABM segment for each rep?
- Can I customize the email report to show only their respective leads/accounts?

Thanks!
2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Possible to Customize RTP Report per Rep?

I think you may have to setup territory smart lists and then individual reports to manage this.
Eric_Nguyen2
Level 2

Re: Possible to Customize RTP Report per Rep?

Hi Josh,

A belated thanks for your guidance. I'm revisiting this topic again.
More specifically, I was interested in tailoring Organizations Email Report so that it would only show the target accounts of each of my respective reps. Do you know if that's possible? I believe the default is the "top 50", which looks to be the organizations that have exhibited the most web activity.

Thanks again,
-Eric