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New Contributor
July 31, 2023

Is Export option available for your Sales Reps?

  • July 31, 2023
  • 0 replies
  • 662 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.

This topic has been closed for replies.
Scott K Wilder
Expert Contributor
July 3, 2024

@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?

Scott K. Wilder, Head of Digital Success and Self-Serve, Clari