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:

  • Conduct routine queries to make sure that accounts with no activity are marked as inactive.

  • Make sure that all accounts have an active team or at least a primary team member assigned to the account.

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.