What are account ratings?

When you create a new account you can add a rating. Although not mandatory, we recommend adding this feature as it will help you organize your accounts by importance/potential.

By default, ForceManager accounts can be rated A, B, C or D (from minimum to maximum potential). So more important accounts are classified as "A" and those with little potential are rated "D

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This field can be customized and ratings can be adapted to your requirements. To request custom ratings contact your assigned consultant or the ForceManager support team at [email protected].

You can also add visit cycles and calculate visit frequency according to account ratings and importance.

For example, you could add a requirement that all "A" rated accounts are visited at least once a month and all "D" rated accounts once every two months to improve how you monitor your accounts.

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