I am looking to see if there's a way to add some account status fields to the main account screen.
So this would be for prospect Account status.
Right now I don’t see a way to categorize a prospect in SalesForce so that we can look at the targets and get a summary of where each is in the sales process. Examples:
Primary categories with subcategories:
o Actively prospecting
o In sales process
o Delayed process
o No addtl opportunities
o Other ops to prospect
- Not prospecting
o Exiting mortgage
o Captive amc
o Panel direct
o Lost client
o Too small
Opportunity pipeline steps are what are used to track opportunities not accounts -- I need to track at the account level. Here is the hierarchy:
Accounts are distinct bank names, such as Bank of America
Accounts can have numerous leads or opportunities- such as default servicing or REO or origination and it is very important to track accounts separately from leads or opportunities.
Would I need to work with any custom fields in Setup > Account? They have as standard that may work if we could rename and add either a description or sub-category, is that possible?