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6

Create a Custom Field - Relationship Maps

Category Scores

Account Level Maps:‍

Name

Object

Field Data Type

# Champions

CP Account Map

Roll-up Summary

Opportunity Level Maps:

Name

Object

Field Data Type

# Champions

ClosePlan

Roll-up Summary

Object: ClosePlan or Opportunity

Select the appropriate Object

Field Data type: Roll-up Summary

To summarize the number of individual Stakeholders (# Champions, # Economic Buyers,…) from the map, custom fields must be created on the:

ClosePlan Object for Opportunity Maps
CP Account Map Object for Account Maps

In this example, we will create # Champions on the ClosePlan Object

Click on Next Step

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No items found.

Page

1

of

6

Create a Custom Field - Relationship Maps

Category Scores

Account Level Maps:‍

Name

Object

Field Data Type

# Champions

CP Account Map

Roll-up Summary

Opportunity Level Maps:

Name

Object

Field Data Type

# Champions

ClosePlan

Roll-up Summary

Object: ClosePlan or Opportunity

Select the appropriate Object

Field Data type: Roll-up Summary

To summarize the number of individual Stakeholders (# Champions, # Economic Buyers,…) from the map, custom fields must be created on the:

ClosePlan Object for Opportunity Maps
CP Account Map Object for Account Maps

In this example, we will create # Champions on the ClosePlan Object

Click on Next Step

‍