Question
Looking for a GS *Best Practice* for churned accounts
Unfortunately there are times where an account churns from being a customer. And , unfortunately, there are a couple times when an incorrect account is loaded into GS.
Its simple to find the account in a standard view and delete the account. I was wondering if there was any best practice about perhaps "marking" the account as churned in GS versus deleting the account.
The account is updated and altered in our CRM world as an inactive customer along with the appropriate notes. But does anyone currently keep these accounts in GS and mark them as "lost"/"churned ? Havent yet explored the idea of creating a rule to *delete* churned accounts automatically.
I assume if the accounts stayed in GS, the views , dashboards, perhaps rules would have to be adjusted.
thoughts ? feedback is much appreciated.
Its simple to find the account in a standard view and delete the account. I was wondering if there was any best practice about perhaps "marking" the account as churned in GS versus deleting the account.
The account is updated and altered in our CRM world as an inactive customer along with the appropriate notes. But does anyone currently keep these accounts in GS and mark them as "lost"/"churned ? Havent yet explored the idea of creating a rule to *delete* churned accounts automatically.
I assume if the accounts stayed in GS, the views , dashboards, perhaps rules would have to be adjusted.
thoughts ? feedback is much appreciated.