How to take a contacts-only approach to CRM
Capstone Insights
MARCH 13, 2018
By that, I mean that the “leads” object in your CRM is by definition the only way in which new individuals can be passed into your CRM by way of integration. No idea of the company : Keep them in the leads object until the company can be identified either via progressive profiling, inside sales qualification, or use of inferred IP.
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