Denise Greenberg

Target Account Flagging - Looking for Ideas & Advice

Discussion created by Denise Greenberg on May 16, 2019
Latest reply on Nov 11, 2019 by Christina Zuniga

I've been asked to create a checkbox field called Target Account 2019 and set it to True for... you guessed it... our Target Accounts for the year. I'm reluctant to create new Target Account field every year from 2019 going forward. You know, Target Account 2020, Target Acount 2021....... Target Account 2030.... as opposed to one Target Account field that gets unchecked if the company is no longer a Target Account. But I can understand how creating a new field for each year allows for reporting comparing Opps and Revenue from Target Accounts from year to year. I'm interested in how other people handle this. Am I wrong to be reluctant to create a new Target Account field for every year? Is there a better way to achieve the same thing? I would appreciate any advice or ideas. Thank you!

Outcomes