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  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • For another object select CP Deal Stakeholders > “B” records may or may not have related “C” records

  • Save

Account

Accounts with Relationship Maps and

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Stakeholders (Contacts)

Report type shows Accounts with Relationship Maps and only with Stakeholders = added Contacts to the map.

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