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Eric_Nguyen2
Level 2
September 3, 2014
Question

Possible to Customize RTP Report per Rep?

  • September 3, 2014
  • 2 replies
  • 1362 views
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!
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
September 8, 2014
I think you may have to setup territory smart lists and then individual reports to manage this.
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    Eric_Nguyen2Author
    Level 2
    January 10, 2015
    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
     
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