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Question

Link between success plan template and success plans/ctas

  • 30 June 2020
  • 2 replies
  • 75 views

Userlevel 3
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I am trying to find all accounts that have used a specific success plan template when creating Success Plans. I can’t seem to be able to find a link between the template and the success plan or CTA itself.


2 replies

Userlevel 7
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Hi @aparimala on the Call to Action object there is a Lookup to the Success Plan which has a further lookup to Type. Type is the Success Template and you should be able to filter by name.

Userlevel 7
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@john_apple Thanks for the reply! 

@aparimala did you get a chance to view the comments posted by @john_apple? Please let us know if you need any help.

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