Named Account Model


Named Folder Named Account Model Implementation: Part 1 – Before We Begin (7/9/2015) - Implementation of a Named Account Model is a large undertaking. It can be stressful for even the most experienced admin, but it doesn't have to be. This post reviews the concept of what a named account model is and high level requirements before planning your project.

Named Accounts Part 2 Named Account Implementation Part 2 – Building Your List (9/21/2015) - After planning your implementation, the next step is to build your list. Read Part 2 to learn how to select the right companies for your named account list for the best results.

Named Accounts Part 3COMING SOON!  Named Accounts Part 3: Get it Done.   Ideas, Best Practices, and recommendations for features and functionality to implement


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