Question
Is it possible to send a report to sales owners of just their lead activity?
I would like to send sales owners a weekly report of their clients who have visited the web site. I could create a thousand reports, each with its own subscription, but that is unsustainable. I could create an alert, but that would generate an email for each client, and that would be overwhelming for the recipient. Is there some way to automate/tokenize this?
We don't have sales insight.