Hi Abby Quintal we use SF to to track our advocates and handle requests from our sales team within it as well. We have it set up to show on the account level if the account is an advocate. This indicates that one or more people in the company have agreed. We also have a free text form on the account level as well for advocate notes so we can quickly see anything important. Then when you go into contacts we have a field that says Advocate next to their name.
Feel free to message me!
