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Is it possible - in any way - to import a yearly Fortune 500 Company list so that you are able to report on how many Accounts in that list are current Customers, Competitors, Prospects, etc?
3 个回答
  1. 2013年5月29日 00:40
    I can tell you something I did similar to this with a different Top List. First I created a custom number field dedicated to this list. For you, lets call this "Fortune 500 Rank". Then load the list for the first time. This is always the hardest because you have to make sure you are aligning the right  Accounts. We had addresses and phone numbers on our list so that helped. Once you have the initial list done, each year, you can export the previous year's list and update it, and then just update any additions that took the place of former list place holders. There usually is not a huge number of changes so it should not be much work to maintain yearly.
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