Hi everyone,
We are working on improving our reports from Gainsight. Because of this, we have realised that it would be great to be able to see which accounts do not have any open CTAs.
Do any of you know of a good way to see this?
Thank you!
Hi everyone,
We are working on improving our reports from Gainsight. Because of this, we have realised that it would be great to be able to see which accounts do not have any open CTAs.
Do any of you know of a good way to see this?
Thank you!
Hi - you can do this by setting up a field on the Company object to hold the number of Open CTAs and then running a rule to populate this field daily.
Setup:
Schedule to run daily
Or every two hours with a CRON string
Hi everyone,
Thank you so much for this help.
This answers my question!
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