Building a dynamic list of accounts that evaluates multiple objects, including those with lookup relationships, is no easy feat.
Enter the Roll-Up Anything feature in Complete Hierarchies.
Join us for this demo as we showcase how our Marketing Ops leader uses Roll-Up Anything to create dynamic segmentation lists for re-engagement, customer, and ABM campaigns.
You’ll also receive a demo on how to:
- Build a single-account container object using Complete Hierarchies
- Add roll-up summaries from any object
- Make roll-up data accessible to other departments
