What are the main advantages of “leads” over posting as “people” in the CRM?
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H
This allows you to:
- Keep your main People list clean, and
- If you have a user who works with new prospect, it gives them a distinct section to work in
I generally recommend using the Leads section if your organization:
- Works with a lot of new contacts/prospects, and
- You have a clearly defined qualification process for figuring out if a new contact is a good fit.
Some organizations prefer not to use Leads at all - they simply add a new Contact Type option for Lead or Prospect. This allows them to see all their contacts in their People list, rather than in two separate sections.
I hope that helps!
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