De-coupling Contacts from Sales modules

[pgr]

This connects to my answer on the other thread where I recommend that you use Contacts…

Using Leads For Multiple Opportunities

I want to use SuiteCRM for a real estate business. My idea is to use the Leads module to keep track of everybody I might do business with, and then when I determine then is a potential deal, create the opportunity. Since real estate agents don’t have ongoing business with their clients (like in a typical B2B scenario) I will probably do away with the Accounts module completely. Once a deal is closed, I would update the Lead Status to “Prior Client” My issue is that I want to use Leads as the m…

Remember that it’s normal to use Contacts for many different kinds of things. You don’t always need a separate module for different entities, it might be better to simply segment the records with some kind of type field. So you could have some Contacts marked as customers, others as Agents, etc.

Custom list views and filters will then show you only what you need to see, where you need to see it.