Companies misssing - I get alerts but when I reconcile it to the daily or monthly report, many companies are missing.
I get alerts but when I reconcile it to the daily or monthly report, many companies are missing.
This is a setting in your personal profile. Your personal profile default is set to 'Show me 25 companies'.
To adjust, go here:
Login > Lead Handling > Send Daily Email Reports > Adjust the number of companies you would like in your report.
Or for the Weekly Report:
Login > Lead Handling > Send Weekly Email Reports > Adjust the number of companies you would like in your report.
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