To create an email subscription for CRM data:
- create View with necessary filter conditions
- schedule the view by setting the delivery options and the recurrence pattern
Step 1: Create a personal view “Daily Lead Report” as shown below:
Navigate to Leads > click “Advanced Find” > Add filter condition > Edit Columns > “Save as: Daily Lead Report”
Step 2: Schedule this view for delivery: Navigate to Workplace > Report Scheduler > New and create a “Scheduled Delivery” record as shown below:
As we can see from above that it quite easy for any user to create an Email Subscription of CRM data in just 2 steps.
Email received with data in email as an attachment as well as inline at the scheduled date and time:
