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SFDC Report Help - Finding all accounts with related phone numbers
Please help!
Hello,
I currently only have access to the New Report fields in SFDC lightning. So I can't create a fully custom report from scratch. Looking to find ALL accounts that have a matching phone number contact on 5+ accounts without knowing the phone number. Is this possible without custom report access? If not, and I have to find someone with access to custom reports, does anyone know the outline logic of such a report?
Thank you all for you help! -
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