Question
Report based on attribute?
Is there a way to run a report based on a lead attribute? There are about a million things we want to pull and learn more about but we just have the basic reporting options that came with our contract. We do have RCM, but that is about as far as we go - that being said, is there a way to pull the information below?
- Pull a report on everyone from a specific company to see how they engage with us
- Reports based on if they are marked as a partner