Lead Partitions and Workspaces in RCE | Community
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KCS_Integration
Level 2
May 3, 2020

Lead Partitions and Workspaces in RCE

  • May 3, 2020
  • 0 replies
  • 1348 views

Issue

Is it possible to add Lead Partition/Workspace information in a custom Revenue Explorer reporting?

 

 


Solution

RCE does not have the ability to segment reports by Lead Partition or Workspace. One possible workaround for leads is to create a custom field on a lead's record and populate it with the partition name.  There is no such option, however, for assets in different workspaces.

 


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