New account monitoring
under review
G
Gabrielle Goris
I would like to request a report that monitors and tracks new accounts that have submitted their first case this month, or rather, a specific date range. The report should include the following details:
Account ID or name
Date of account creation
Date of first case submission
Date of last case submission
Number of cases submitted thus far
Any additional relevant metrics that may provide insights into the account's activity.
Bayley Quinn
marked this post as
under review
S
Seth
We have an integration coming shortly with a sales tool that will give you great overseight to this.
M
Matt Ratliff
Adding client created to bulk export to ID new clients as well so they can be sent/added to accounts
Kirstin Smith
YES PLEASE!!