Ex. 1 -- Call to Action Object - Customers w/Upcoming Renewal w/Flagged Risk CTA
Object: Call to Action
Show Me: Account Name, Renewal Date, ARR, Call to Action Name, Reason Name, Due Date
Filters:
- Status | includes | New, Work in Progress
- CTA Type | equals | Risk
- isFlagged | equals | true
- Renewal Date | equals | Next 90 Days
Ex 2 -- Customers Object - Customers w/Upcoming Renewal w/Overall Health <50
Object: Customer
Show Me: Account Name, Renewal Date, ARR, Current Score Value
Filters:
- Renewal Date | equals | Next 90 Days
- Current Score Value | less or equal to | 50
