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  • Click on (Click to relate another object)

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

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

  • Save

Accounts with Account Plans and

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Whitespace Items

Report type shows Accounts with Account Plans and Whitespace attributes = business units, product lines, metrics, account maps

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