What's the FCI ABM funnel based on?
Two custom objects form the basis for the ABM funnel:
- The Account Funnel Tracker (AFT) tracks the current active funnel stage and initial funnel stage attainment dates for active Target Accounts. The AFT is a standalone object, but a related list for the AFT is placed on the Account page to facilitate reporting.
- The Account Funnel Record (AFR) tracks each Account Funnel Progression, including funnel fields and dates. The AFR relays information from the Account Funnel Tracker, and it's located on the Account page layout. Multiple Account Funnel Records may exist for each Account/Account Funnel Tracker.
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