Reporting by custom segment/division within an account

Reporting by custom segment/division within an account — User want to group contacts into custom divisions (e.g., battery division vs. drone division) and then pull activity data (quotes, opportunities, conversion rates) tied to those groups — all within the tool, rather than having to build separate Salesforce reports outside of Prolifiq.

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Upvoters
Status

To Scope

Board

Idea

Tags

maps

Date

About 12 hours ago

Author

Nick Campion

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