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Can I keep historical data within a profile even if a user moves to a different profile?

  • Yes, you are able to keep a user's historical data in a profile, even if that user moves to a different profile!
  • Example: Steven has been a SDR for 1 year and as a result of his fantastic work, has been promoted to an AE. If you have the Keep historical data with profile? enabled within the SDR profile, all of Steven's work as an SDR will stay in the SDR profile. His new work as an AE will be tracked in the AE profile.

Steps:

1. Go to Scorecard Builder tab
2. Click Profiles
3. Select the Profile that you want to edit
4. Mark the Keep historical data with profile? field true
5. Click Active Profile

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