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Topics#Data ManagementJeff Little's Question
Jeff Little (Deltek) asked in #Data Management
Dec 23, 2009, 6:50 PM

Account Types

Does anyone else experience dupes that interfere with Account Type accuracy? How do you handle those? (For Example, if a "Prospect" record shares the same company name (as a Customer), but is at a different location - what do you call the Prospect?

 

Customer Prospect?

 

Customer Relative?

 

Customer Branch?

 

any suggestions that others have used successfully in the past?

 

thanks.
2 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Dec 23, 2009, 9:37 PM
    To avoid confusion we treat all Companies as a single Account entity in Salesforce, and keep the strongest relationship.  

     

    So if there are accounts for:

     

    Acme Widget - Client 

     

    Acme Widget - Prospect 

     

    Acme Widget - Partner

     

    Acme Widget - Competitor

     

     

     

    we would merge them into 1 account for Acme Widget - Client, because we want ALL users to be aware that this company is a Client.

     

     We have relationships that we have created that would identify that while Acme Widget is a Client they have also been a competitor on Opportunities with other Clients/Prospects
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