Question
Add account lookup to mda object
I have identified multiple use cases for generating powerlists based on the data in one of our MDA objects. However, I am unable to use this object because account lookup was not enabled when it was created. Fortunately we do have the account id field included in the object but I am unable to establish the lookup link to the account object (not in the dropdown). All assistance on solving this one is greatly appreciated, thanks!
+2HI Dale, have you tried using a Bionic Query for this? It's essentially a powerlist with the capabilities of Bionic Rules when it comes to merging and transforming data sets.
More info here:https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
More info here:https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
VP of Customer Success at Forcepoint
Hi Dan,
I haven't tried advanced outreaches yet and it looks like this will do the trick. Thanks very much for the suggestion and linking the how-to.
I haven't tried advanced outreaches yet and it looks like this will do the trick. Thanks very much for the suggestion and linking the how-to.
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