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Currently you can create an account group based on a given set of names/tags/etc. However there is not a way to create a parent level account group that contains related Account Groups that have totally different naming/tagging. This is useful when senior business leaders have multiple business segment under them and want a portfolio view instead of having to open a half dozen account groups.
Option A, create a portfolio level group that allows existing account groups to be selected into a parent level group.
Option B, when using search for account groups, allow a multi-select instead of a single select to scope to that custom selection.
Idea priority | Low |
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