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Question 42/70
Your company categorizes its accounts as Premium, First Tier or Second Tier based on various criteria.
You created an Account Category pick list field with those values and added it to the Account page layout for all users. The company allows account managers to assign the categories based on their own assessments of their accounts. However, an account should never be designated a Second Tier account if it has $1,000,000 or more in annual revenue.
Some account managers have been incorrectly assigning the Second Tier category to accounts with annual revenues greater than $1,000,000 and you are looking at ways to prevent this. What is the best way to accomplish this using the functionality in CRM on Demand?
You created an Account Category pick list field with those values and added it to the Account page layout for all users. The company allows account managers to assign the categories based on their own assessments of their accounts. However, an account should never be designated a Second Tier account if it has $1,000,000 or more in annual revenue.
Some account managers have been incorrectly assigning the Second Tier category to accounts with annual revenues greater than $1,000,000 and you are looking at ways to prevent this. What is the best way to accomplish this using the functionality in CRM on Demand?
