Not sure how to setup my sales flow - should I create Lead > Opp > Acct or just go straight to Acct?

đź’¬ General Discussion
1

I wanted to ask how everyone else has their instance of SuiteCRM setup. I don’t really see much of a benefit in using Leads & Opportunities. Our sales process is fairly short and 100% inbound. We don’t do any outbound campaigns.

Should I just get rid of the Leads & Opportunities and go straight to the Accounts for any new prospects that come in? I figure once I’ve got the account record, I can label it with a status - “Prospect” “Customer” “Cold Lead” “Lost Lead” or “Former Customer”?

The other aspect of this is SuiteCRM seems to have some bugs (again, maybe I don’t have it setup right), but it seems like whenever I click the Create button to add something like a Contact, it’s hit or miss - in this case, it worked when I created a task under Activities and failed when i tried to create a contact:

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Are there some big benefits I haven’t recognized yet since I’m still fairly new to SuiteCRM? We’re considering doing some autodrip type email campaigns in the future…so maybe the leads & opps categories make more sense for something like that?

2

Yes, You can direct Convert Lead into Contact, Account, Opportunity, Notes, Call, Meeting & Tasks.
Is it possible for you to share your CRM Credentials & File Level Access of FTP details where you hosted your CRM to check Contacts Subpanel issue?

3

We have kept Leads and Accounts but removed Opportunities. Leads are followed up with calls and meetings, once closed, we convert them to Accounts.

Leads are managed by a sales team, which accounts are handled by account managers