Mark Accounts Closed?
Jan 10, 2018 10:49 AM - edited Jan 10, 2018 10:51 AM
I'm working on importing our data from an old ERP database (which we will still use) and it has a lot of duplicate companies. What is the best process for marking the duplicates, dead, etc as closed?
I don't want to delete them because they may have contacts from the imports associated with them.
I created a new "Type" of "Closed Account" but I was curious if there's a better way to handle accounts that are dupes, lost, out of business, etc?
I need to also consider future imports from our old ERP so I can't stray too far from our ERP.