In our CRM we have certain accounts that are actually fully managed by partners. E.g. the partner is selling to them and is doing the main relationship work. Is there a best practice to identify/categorize such accounts? At the moment we are only working with the standard account types, such as customer or prospect. But in this case we would like to have an easy way to identify that this is e.g. a prospect but one that is managed by the partner company.
Any ideas?
Many thanks,
Philipp
2 réponses
thanks Amnon for that first ideas... I will think about the lookup on other partner accounts. Keep you posted.
Thanks
