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Specific saved search report emails

edited Jan 3, 2020 12:29AM in Search / Reporting 1 comment

Hi Guys,

I'm stumped. I need to create a sales report using one of our special saved searches,and I need to send them out on a weekly basis to specific Sale Reps.

For example, we have 20+ sales reps, and they all just want their information,duh :cool:

So the saved search that is to be emailed to them needs to be specific to that sales rep, Sales rep = Awesome dude, scheduled for Saturday sending goodness :eek:

Any idea, how I might make this happen, is it possible with workflows :h_a_w:

Tim Frazer

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