Reporting on Success Plans and CTA's
I am report on accounts where Onboarding CTA's have been completed, but within that same report show their success plan data, whether it is null or not.
I tried creating a Data Space on Calls To Action and then adding in Success Plan data, but I can't seem to get it to a place that works because I don't think there are enough key identifiers to join all the fields I need.
Any ideas how else I can make this work?
I tried creating a Data Space on Calls To Action and then adding in Success Plan data, but I can't seem to get it to a place that works because I don't think there are enough key identifiers to join all the fields I need.
Any ideas how else I can make this work?
Are the Onboarding CTAs part of the Success Plan? Perhaps you could make a Custom MDA object and then populate with the data from CTAs and Success Plans?
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