Join user segment with account attributes

Thomas Favre-Bulle

• November 05, 2020 10:34

We have needs to segment user based on account attributes, or display account attributes as columns in a user segment.

Example:

• Show the health status of an account in a user segment
• Show the value of opportunities in an account

Bonus: it would be super powerful to use account level rollups back into user segment.

Example:

• Rollup the number of champions at the account level (from users of the account)
• Build a segment of potential champions in customer where we don't have one / don't have enough

2

• 

  Matt Harmon

  • November 10, 2020 18:53

  This would be very powerful

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