We pay for roll-up helper but do not currently have lookup helper. I need to create a report that shows contacts & accounts but can have account team member info added. I've tried creating custom repots and joint reports (the join report kind of works but I can't import into my sales engagement tool).
Can lookup or rollup helper help me populate a custom field on the account with account team member info? Specifically, I need the name of the SDR on the account team populated in an "Account SDR" field. The "Account SDR" field already exists on the account (its a user lookup field), is it possible to populate that existing field (it's currently tied to a whole mess of things within our org and creating a new field would be a nightmare).
Thanks in advance
Hello Ali,
If you can have multiple Account Team member records on an Account, Account Team member is likely the child object.
You should be able to Rollup the name of the record which is marked as the SDR to the Account using Rollup Helper.
If the object was higher in the hierachy and you wanted to pull data down from a Parent object is when you would want to use Lookup Helper.
Please reach out to support@passagetech.com if you would like assistance setting up this use case and we will be happy to help!
