Ideas for SalesPad Desktop

Scheduled Report Emails

It'd be cool if we could schedule a recurring report email, based on a Sales Analysis template.

  • Scott Farnquist
  • Aug 9 2019
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  • Scott Farnquist commented
    August 13, 2019 17:50

    Example of pivot in html.

  • Marcus Heemstra commented
    September 17, 2019 16:55

    I think this would be good, but I'd expand the functionality to also include SmartLists. Then users would have the ability to expand upon the data within the email report.