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Curious, my client has been adding anonymous donations (those with no contact details) to an single Account/Contact. I'm concerned about skew becoming an issue with this over time. They could potentially have  a yearly contact to use I guess. What do others do?

답변 11개
  1. 2023년 11월 13일 오후 5:59

    We use two accounts for pre-SF historical reasons, but it works both to reduce the number of opportunities in any one account and it solves the naming issue:

    • Anonymous Less Than $2,500 () Household
    • Anonymous $2,500 and More () Household
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