LESSON 14 / 60
3 minClassify a company for routing
Industry and Region organize accounts into useful business groups.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Classify a company for routing
Industry and Region organize accounts into useful business groups. They describe the company rather than the individual contact.
Consistent values support reports and ownership decisions. A correction to these fields should not change the account’s name.
Builds on Keep contact details current
A WORKED EXAMPLE
A simple example
A retailer in the West can be grouped with other retail accounts while still belonging to a regional owner.
A common mistakeIndustry describes what the company does; Region describes the territory used by this practice team.
Words you’ll use in this lesson
- Account
- A company or organization the team works with.
- Field
- One detail on a record, such as Email, Status, or Amount.
- Owner
- The teammate accountable for a record.