How to take a contacts-only approach to CRM
Capstone Insights
MARCH 13, 2018
It creates a bottleneck and leads more reps to manage their book of business outside of the CRM. In case I don’t, before you start switching over to contacts and accounts (and minimizing the use of leads) leave a comment for what you’re interested in OR, better yet, send me a note on LinkedIn. That’s a mistake.
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