I need to do the following:
Create a Health Score Trigger When: The health score has not been manually refreshed by the 18th day of the month - open a CTA
Business Review Trigger: For Premier and Growth Segment Accounts, if no Business Review by Day 60 of the Quarter, open a CTA.
For Emerging Accounts, if not Business Review by Day 150 of the year or 60 days into Q2, same logic for second half of the year)
My questions are:
What will my filters be for each?
How can I test to see if I am pulling data from the correct field?
How do I know what the company identifier is when setting up the action?
Thank you so much!!