Groupby on a related entity’s related entity

Are we focusing on the right Accounts and Opportunities? A common question in sales departments. Accounts are often classified in some kind of A, B, C categorization based on their potential value etc. Ideally, that means you sales activity should primarily be related to A accounts and some B accounts. However, a common setup in CRM, is to set … Continue reading Groupby on a related entity’s related entity