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Topics#Data ManagementKiely Shimabukuro's Question
Kiely Shimabukuro (Dell Technologies) asked in #Data Management
Jan 22, 2013, 2:37 PM

Custom field for account prospects...

Is there a way to have a custom field for accounts that are labeled as a prospect and not for existing customers? It's not a make or break type of thing but it would be nice to have. For one reason or another my company has decided not to utilize the leads and wants all incoming leads imput as prospect accounts. It's nice in that when I go to convert all I have to do is imput the additional information but when it comes to lead scoring I would like to have the prospects to have a score and existing customers to not have that field... Is this possible?
3 answers
  1. KC Shafer (2U)
    Jan 22, 2013, 2:43 PM
    What edition of Salesforce are you using? Sounds like you need to use Record Types to differentiate between your types of Accounts, have a Prospect record type and a non prospect, and then a page layout for each with the relevant fields. Then you could have a manual workflow of changing the record type when it becomes a full account or a data driven workflow that changes the record type via workflow when the account becomes a non prospect.

     

    --KC
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