Creating Reports for Individuals
Hi All,
I want to create a report that send out the Data to my Employer for the following:
- Leads - Status (Nurture, working, etc.)
- Notes - On those leads that I have worked upon
- Last Modified Date - When was it updated last BY ME
I need to send this report end of every week. Please help me out to understand how I can create this report and how can get the Scheduler Activated to Auto Generate the reports.
If possible please add a link of YouTube or Step by Step Guide for the above Report Creation.
Thank you all in advance.