Is there a way to see the list of Accounts that do not have a success Plan created on them in NXT?
Question
Accounts without Success Plans
+5You can either create a custom field on the company object for “has success plan” and the populate using the Rules Engine (Success Plans aggregated by Company merged with Company records, then load to Company action). Or build a dataset using Data Designer using Company and Success Plan objects and do a similar merge.
I prefer the custom field in case I will be using the data regularly.
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