Salesforce Report on Recently Assigned Leads + 6Sense Buying Stage

charlotte.spangler
charlotte.spangler Posts: 59 ✭✭✭✭✭
edited April 2023 in All Discussions

Hi there,

Can anyone tell me how they're creating dashboards or reports that would allow an SDR to look at their recently assigned leads (not accounts or 6QAs) and see at a glance the 6sense data like buying stage, etc.

My understanding it I'd just build a lead report and use the 6sense custom fields in 6sense, but my manager is hoping there's a way to create that in the 6sense widget (and have all the 6sense visualizations and additional filters).

Thanks!

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Comments

  • Allie Gollner
    Allie Gollner Posts: 18 6senser

    Hi @charlotte.spangler ! Currently, the best way to do this would be using a SFDC Lead Report or List. Currently there is no way to sort by SFDC Lead values in the 6sense Sales Intelligence Dashboards. This could be a feature request you submit to the product team (being able to sort or filter by fields on Lead object from SFDC)!

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