Target Marketing / Caution / BlackList Management
This invaluable subsystem allows management to not only assign customers to the desired business unit, but also to determine how they are managed.
You can, for example, allow customers to be actively marketed, be passively marketed, discouraged from being marketed, or you can even place them on a caution or blacklist and prevent them from being marketed to at all.
You can then apply rules to their management. For example, you can prevent any blacklisted customer's file from being submitted for approval, or you can require any customer that is on a caution list to go through a special approval process.