Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Flow of Leads>Accounts>Contacts>Proposal

$
0
0

Hi All,

Question that you may be able to help me with.

Assuming I have: 

A Potential Customer
A Confirmed Customer
A Potential Supplier (perhaps an office cleaner or vending machine engineer)
A Confirmed Supplier (perhaps an office cleaner or vending machine engineer)

Where do you place both potential and confirmed suppliers?
My logic was that:

Leads = People that you meet at a show and decided to enter their details in case they become a customer
Accounts = Confirmed or near to becoming customer
Contacts = The staff that typically work for the accounts above.  (this is also where I think supplier should be placed but am I correct?)

Essentially, where do you add your basic suppliers?

Thanks


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>