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Lead Scoring Criteria Based on Account CDO

ramoher
ramoher Posts: 6 Red Ribbon

Allow for Lead Scoring criteria to be set based on a Contact's linked Account's CDO record data. This would be similar to what is available in the Segment functionality (can segment based on "Has Linked Account in Custom Object").

This is needed, as our company has a CDO linked to Account records that indicate it's business group specific grades and priorities.

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