Account Based Marketing – Building Simple Reports πŸ“Š

Rolling up can be frustrating!

Recently I was asked by a client if there was a way to view all Email Activities from Contacts that belonged to an Account. Initially, I thought “No problem – that’s a simple Advanced Find” however when I started diving into things, I very quickly ran into some problems. In this blog we’ll look at the solution I came up with and how to implement it!

A quick…

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Account Based Marketing – Building Simple Reports πŸ“Š

Rolling up can be frustrating! Recently I was asked by a client if there was a way to view all Email Activities from Contacts that belonged to an Account. Initially, I thought “No problem – that’s a simple Advanced Find” however when I started diving into things, I very quickly ran into some problems. In…

Blog Syndicated with TattooedCRMGirl’s Permission

Author: Emma D’Arcy

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