Management wants to sent email reminders to Sales Reps who are not working the Lead, no Streams posted,...
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Unfortunately the user doesn't assign reports to anyone -
No request from clients to use Assigned User - So far for all clients only one...Last edited by crmclients; 06-03-2026, 12:33 AM. -
[QUOTE=victor;n126427]It is worth checking:
3. Check if any formulas have been created that, under certain conditions, change the "status"...Leave a comment:
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Thanks so much rouhu I will check it out! -
Stream no longer recording Status change for Leads
The option Audit in the Status field is checked what else can be preventing it?
Is it Audit Permission in the Role? But as an Admin shouldn't... -
Can you create a report on reports?
Who created and when, in Cloud? Maybe I am missing a option?
Client created a lot of reports and now they are trying to sift through who...Last edited by crmclients; 05-19-2026, 03:49 AM.
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