We have a field for every contact on an account to mark the contact level for that contact which could be 3 options; Recruiter, Manager, or Executive.
I am trying to create a rule that will create a CTA for an account when there are 0 contacts with an Executive contact level marked. Based on basic filtering options within the rule, I don't see anyway I can do this. Is there any other way I can do this since I am essentially trying to pull back accounts where a certain value for a field does not exist.
I am trying to create a rule that will create a CTA for an account when there are 0 contacts with an Executive contact level marked. Based on basic filtering options within the rule, I don't see anyway I can do this. Is there any other way I can do this since I am essentially trying to pull back accounts where a certain value for a field does not exist.