should i use contacts or the BCM to track initial sales leads


B

BigTuna

I'm looking to track intial (first touch) telemarketing leads. Track a
contact, notes, call backs and potential meetings. Should I track these
"leads" as a contact or as a business contact? Should i use contacts for just
friends and non business contacts? i'm looking for insight into both the use
of contacts vs business contacts as well as the best way to start tracking
sales call, notes and meetings prior to them realy becoming a business
opportunity, a sale and a client.
 
Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top