Does anyone know if it's possible to build an activity report based on a specific list of accounts (50 or 100)?
Thanks,
Lindsay
2 réponses
Hi Lindsay, you would need to mark your key accounts somehow.
Easiest way is to add a custom checkbox like 'Key Account', update that field to be true for your targeted accounts, and then you can use that value to filter list views, reports, dashboards, etc.
