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domenic_armano
domenic_armano
Contributor ⭐️⭐️
March 24, 2016
Solved

Ability to share Report of ACV by CSM in CoPilot

  • March 24, 2016
  • 1 reply
  • 28 views
I've created a report that displays sum of ACV by CSM. I'd like to add that report to a copilot outreach. Unfortunately, copilot requires you to select an "account" from which to pull the info - thus prohibiting me to send the summary report. 
    Best answer by karl_rumelhart
    To provide some context: this restriction was put in place intentionally in order to make it impossible to accidentally send info about one customer to a different customer.  Clearly, it does limit certain use cases.  I assume that in this case you are trying to send the email around internally.  While not exactly the same, one thing you might consider for this scenario is using the Dashboard-by-Email functionality. 

    1 reply

    karl_rumelhart
    karl_rumelhartAnswer
    Expert ⭐️
    March 24, 2016
    To provide some context: this restriction was put in place intentionally in order to make it impossible to accidentally send info about one customer to a different customer.  Clearly, it does limit certain use cases.  I assume that in this case you are trying to send the email around internally.  While not exactly the same, one thing you might consider for this scenario is using the Dashboard-by-Email functionality. 
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