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I am trying to create a matrix to display a Sales Person portfolio of clients and who they have met with in person, when and who they have not.
Table 1: includes the name of the Sales Person and their assigned companies
Table 2: Name of the Sales Person and the companies the have contacted and the date. There are multiple types of contacts in the table, i.e. e-mail, in person, phone call etc.
My issues is when I filter to show just the in person acticities, I lose the names of the companies where there have been no activities.
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