We don’t have Account Engagement, but our reps inboxes are connected and we’re pulling and viewing the deal activity per each opportunity.
I would like to extract this raw data - but it’s not available on opportunity exports.
How can get it?
Answer
Extract Deal Activity (without having Acc Eng.)
+2- New Contributor
Best answer by Ty Lapinski
Hi
Great question! We can add the activity counts to the export from the Opportunities module if requested. If you open a case with our support team, they should be able to enable this feature for you on the backend so activity shows in your exports. You can also reference your community post to the team when submitting your case.
Note: the reason this feature is not enabled by default is it will create a larger file and take longer to run the export job. It is expected that these export could take longer with this feature enabled.
Happy to answer any other questions around this topic if you have them.
Cheers!
+8- Clari
- Answer
Hi
Great question! We can add the activity counts to the export from the Opportunities module if requested. If you open a case with our support team, they should be able to enable this feature for you on the backend so activity shows in your exports. You can also reference your community post to the team when submitting your case.
Note: the reason this feature is not enabled by default is it will create a larger file and take longer to run the export job. It is expected that these export could take longer with this feature enabled.
Happy to answer any other questions around this topic if you have them.
Cheers!
+2- New Contributor
I will go ahead and request that immediately :)
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