Skip to main content

Is Export option available for your Sales Reps?

  • 31 July 2023
  • 1 reply
  • 163 views

Hi all,

For our field reps(=Individual contributors) the option to export reports either from Clari/SFDC is excluded, mainly for data integrity and security reasons.

Now I wish o challenge this one and re-open it for export by field reps.

I wonder how this is being handled in other companies, what is the best practice and if the majority of companies allow/don't allow field rep export reports.

1 reply

Userlevel 4
Badge +12

@Dotan Zamen Sorry nobody got back to you? I know that it has been a long time, but let me know if I can help with anything else?

Reply