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I've cloned ' Leads and Cadence Trackers' report type and created a new report type by adding  'Current cadence step: due date time'. But as user I couldn't able to see due dates, it's showing as null. (attached screenshot) Currently user is assigned with 'Sales engagement cadence Creator Included' permission set.

 

Display user's Cadence due dates in report

 

Does the 'Current cadence step: due date time' dates will be visible to all users who are using the report or it'll display only user's due dates?

 

How can we display all user's 'Current cadence step: due date time' to their manager? Is there any permission set needs to be assigned to make due date field visible in report.

 

Any help is appreciated.

@* Salesforce Sales Engagement *

#SalesEngagement

#High Velocity Sales

1 个回答
  1. Andrew Russo (BACA Systems) Forum Ambassador
    2024年1月3日 11:40

    is it posible that thoe arent the current steps that's why they don't have current step due dates.

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