Working with Abandoned Accounts
End users may abandon accounts instead of changing their status to inactive, as shown in the following table. Abandoned accounts may increase the time necessary to conduct searches, queries, and other calls to the database.
If... | Then... |
---|---|
Assignment Manager is being used |
Accounts are transferred to new account team members during territory reassignments, attrition, and other organizational changes. |
Assignment Manager is not being used |
You must:
Otherwise, accounts that are abandoned do not appear in an end user’s My Accounts list. |
The account is reactivated as an opportunity later |
The historical activities and opportunities associated with that account is not available. |