I have a number of company "prospects" (we dont use the sales/leads interface for salesforce) that we want to target for engagement at some level, but currently we are not a good fit for whatever reason- timing, reporting requirements, giving budget is already exhausted for the year, not a good fit at this time, etc. I don't want the account to inflate my portfolio numbers (portfolio is based on your name being listed as the accounts solicitor), but I do want a way to track them for a couple reasons- if my counterpart in another region wants to see if we have ever engaged with this company they can see we have and the results so as to not waste their time at the moment (currently we utilize notes for tracking this), I'm still tracking my work on this account, etc. How can I accomplish this easily and still have easy access to pull these kinds of accounts easily so I can check in with them yearly to see if circumstances/priorities have changed? Or is what we are doing the only option? @Fundraising
Thanks!
