Skip to Main Content
CRM Idea Center
Categories Reporting
Created by Ashley Scrimo
Created on Feb 14, 2025

Contact sales zone updates to include reporting and custom field selection capabilities

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice to have completed fields. Lastly, it would be great if there was reporting at a high level to understand how much progress users are making having their account/contact details filled out. The goal would be to look at overall progress across a whole BoB.

  • Attach files
  • +1