Question
Ability to Pull Report of Customers with No CTAs
Is there a way to pull a report of customers who have no CTAs? I want to be able to alert CSMs to these customers.
+1Hi,
Below are the steps to be followed to populate the count of customers with no CTAs .
Step 1: Create a numeric field on the CustomerInfo object.
Step 2: Create a rule to get the count of open CTAs . Please change the below filter as per your requirement .
Step 3: Map the newly created field with the count of CTA names and run the rule.
Step 4 : Create a report on the CustomerInfo object with the below filter.
Please let me know if you face any issues while configuring .
Thanks,
-SaiRam
Below are the steps to be followed to populate the count of customers with no CTAs .
Step 1: Create a numeric field on the CustomerInfo object.
Step 2: Create a rule to get the count of open CTAs . Please change the below filter as per your requirement .
Step 3: Map the newly created field with the count of CTA names and run the rule.
Step 4 : Create a report on the CustomerInfo object with the below filter.
Please let me know if you face any issues while configuring .
Thanks,
-SaiRam
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