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Please help! Best place to put data in CRM?

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Posted on by jennviggy

I need to add some data to our CRM and I am not sure where the best place is to put it as I do not just want to create more fields in CRM. I would like this data to be as dynamic as possible. I need to enter in actual vs. contracted data every month for multiple items per customer. Does anyone know the best place to put this? Is it under contracts somewhere. I was thinking of entering it as a line item but not sure if that is the best place. If anyone has experience with this and knows of the best place to put this kind of information please help! Thanks!

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GL-23071537-0 on at

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Re: Please help! Best place to put data in CRM?

Hi there!

Some organizations put this in the Opportunities area --so the contracted revenue would be in the Estimated Revenue and the Actual would be in the Actual Revenue. If you have more attributes, such as the number of products, you could add additional attributes.

Other organizations create a custom entity to store this information, and then associate that new record type to the Account, so you can see it from the Account.

Some ideas for you!