We’re trying to understand the benefit of importing inquires into leads instead of people. I understand the qualification aspect and we do need to do that. What becomes challeging is that it can take some time to qualify that person and there are interactions that need to be documented that are not supported in leads.
Th other key aspect we are trying to sort out is capturing source information from that inquiry. From what I understand in the documentation, if a opportunity is not created at the time a lead is “converted” then that source information is lost. We are converting leads before they are at the stage of Opps due to what I mentioned above and our workflow. So now I am wondering if we should be importing tags instead so as not to lose that data.
And/or do we look at our OPs differently - perhaps a ‘qualified’ stage instead when we convert?
The end game is to be able to track our marketing activities (web visits, mailchimp opens, sign up offers) automatically and then have the ability to see what is actually driving revenue. Right now sales and marketing are disconnected here.