Grouping Accounts with Affiliation
Oct 23, 2020 10:18 AM
In our work of segmentation, we have realized an important piece of customer information is their affiliation in a cooperative program relevant to how they operate their business and how they work with us because of the association. I am brainstorming and gathering ideas. It isn't quite right for Parent/Child relationships, as we use that for that exact data.
Has anyone built properties for something like this? I'd love to connect on this topic. Please be in touch.