Is there a way to create levels for Organizational Accounts and levels for Household Accounts? Our engagement plans (and levels) look different for individual donors vs. corporate donors. The only discernment it appears you can make on a new level is Account/Contact target. I would like to go one step further and select the record type.
@Fundraising
@Getting Started with Salesforce
@System Administrators
@Nonprofit Success Pack
@Automation and Workflow (ARCHIVED)
12 risposte
Similar
0 HH Level 1
1 - 999 HH Level 2
1000 - 10000 HH Level 3
>10000 HH Level 4
0 Org Level 1
1 - 4999 Org Level 2
5000 - 100,000 Org Level 3
>100,000 Org Level 4
