11-03-2008 04:27 PM
I would like to be able to tag some of my contacts as 'high value' - the people I should be focusing on and looking after very well (remember the Pareto rule that 80% of your outcomes comes from 20% of your sources, being 20% of your contacts in this case!).
What is the best way of doing that? Do I have to add a custom field or something, or is there already a mechanism for filtering contacts by priority / value?
11-03-2008 04:57 PM
11-03-2008 05:03 PM
I'm also keeping some other information there, e.g. whether they are a partner, prospect etc.
If possible I'd like to have a separate field for value/priority and be able to filter by it (e.g. in the dashboards).
11-04-2008 10:20 AM
Hi lmackinnon, I am a big fan of using the groups. I have grouped, sub-grouped, and sub-sub-grouped just for this purpose. You might want to consider adding a field to hold the relative value of the customer. For example it might one of those 20% that does 80% of the business, but it not the top one, so you might want to consider giving 8, 9, or 10 to top 20%. You would then search on value 10, or value 9 or greater, etc. You could also make it a Y/N field for a quick and easy indication.
That's my 2 cents worth, and with that you get change.
11-05-2008 08:37 AM
11-05-2008 09:37 AM