Sample entry
| Field | Sample value |
|---|---|
| Term | Customer account |
| Definition | An organization with a signed order in the last 24 months. |
| Not this | A prospect, a former customer with no order in 24 months, or a billing contact. |
| Example | Northwind Foods, order signed March 2026. |
| Owner | Head of Sales Operations |
| Steward | Customer data steward |
| System of record | CRM account object |
| Status | Approved for the official revenue report |
Read the sample recommendations or ask for this on your data.
