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Account Management - Best Practice

edited Dec 6, 2019 2:41PM in General 3 comments

I'm curious to learn if others have seen or worked on an Account Management function within Netsuite.  Most things that I have seen online (help, user docs, etc.) have been about managing Customer Support requests or Issue Management related to Product Development.

I'm interested in trapping & reporting on data related to an account or client.  For instance, I want to trap issues, strategic & tactical plans, upcoming key dates, strengths, weaknesses, etc.. - maybe even a stoplight status.

If you have any thoughts - please share!

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