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Explore Sell Appointments

  • November 7, 2023
  • 1 reply
  • 0 views

Rebecca15

I am working on a report that will list all of the leads/contacts that each rep had appointments with in a given month. Right now there are blank names that are being counted. I am unable to drill in to see who the leads are. I can find the appointments when I search the name is sell, but it will not pull to explore. Help!

The area in yellow is where I cannot pull the name, but it counts 10 appointments

I crossed out the names for privacy

1 reply

Hiedi
  • November 29, 2023

Hi Rebecca! 

This may need thorough review so I've created a ticket on your behalf so we can investigate this issue together. Kindly check your email for more information. Thank you!