I’d like to ask for guidance regarding the settings for the Lifecycle Report in Account Engagement.
Our company is divided into several business units, all of which use Salesforce. The Lifecycle Report is ideal for tracking marketing achievements, but I’m currently facing an issue: I’m unable to view the report for just my own business unit.
At the moment, it seems that the Lifecycle Report only displays data for the entire company. I was wondering if it's possible to filter the Lifecycle Report by business unit.
Any advice or clarification would be greatly appreciated Thank you! Best regards,
