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Thread: Accounts vs Targets

  1. #1
    John Burton is offline Junior Member
    Join Date
    Jul 2007
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    Default Accounts vs Targets

    I know this question is asked a lot and I think I get the idea of targets vs accounts but things are a bit different in my business and I need some advice please. We sell to secondary schools in the UK. There are 3500 schools and we have a database with all of their contact details that we use to send mailing lists etc. about 600 of them have done business with us. So Should I import the ones that have not done business as targets and the rest as accounts or just import the lot as accounts?

    I assume targets can be permanently on the system and not just linked to a single campaign?

    I assume I can easily convert a target to an account if they do business with us?

    TIA

    John

  2. #2
    andydreisch's Avatar
    andydreisch is offline Sugar Team Member
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    Default Re: Accounts vs Targets

    Hi JB, I assume the database you refer to contains the contact details of individuals located at the schools (rather than just the schools themselves).

    I think the best option would be to import these individuals as targets, and create Account/Contact pairs for those you have done business with.

    The target list can be used for multiple campaigns and targets can be converted to leads.

    Our podcast page contains more information on this topic and Sugar University is loaded with good stuff as well.

    HTH,

    Andy
    Andy Dreisch
    Vice President, Online Team


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