Hi all, brand new CRM user. Sorry if this is a basic question, I just couldn’t find a good answer via google.
I’m planning my implementation process. I have no issues with Accounts, Contacts, and Opportunities. I can import or create new.
Leads is my issue. In Sugar/Suite, a Lead is a contact. However to me, a lead could either be an Account/Company or a contact. An account/company lead could be a list of similar companies to my current customers. I may not know anyone at the company now, but I need to find someone and meet them. The whole “clone my customer” concept.
And, a lead could also be a contact. I meet someone at a networking event who could be a good customer. I know something about them, but not much yet about their company.
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I’m sure others have this same issue. What the best approach to handle the 2 scenarios in Suite??
Thanks!