How to get Contact Type to show for NPS Survey Report in Reports 2.0

  • 2
  • Question
  • Updated 1 year ago
  • Acknowledged
In Salesforce our contacts are assigned a key contact type (Primary Support Contact, Primary Executive Contact, Etc). This Key Contact type is in Salesforce as a picklist and is associated with the Contact page. We want to be able to run a report for NPS data where we can segment out by the Key Contact type or see the key contact type associated with the contact in a list type report. Anyone have any ideas on how to have the key contact type show when running a report for NPS data?
Photo of Colleen Fleming

Colleen Fleming

  • 410 Points 250 badge 2x thumb

Posted 1 year ago

  • 2

Be the first to post a reply!