Our customer table includes Dealers and Agents - can anyone recommend the appropriate field to distinguish these groups within the Customer Table? We have not expanded on our CRM module and I would ideally like to identify these types of customers in a preferred area if it does it exist.
Customer classification? Line of Business? Customer Group? Segment? There are quite a few you could potentially use.
thanks - was just tyring to consider any connection with CRM functionality.
Yes all of those synchronise with the “Prospect” record which is why I listed them. [:D]