Challenges in Not Using Leads in Your CRM: Data and Process
Capstone Insights
NOVEMBER 23, 2017
Last week I professed my love for only using contacts and accounts in CRM (and my disdain for using leads). Here are the challenges in standardizing on contacts and accounts (and kicking the use of leads to the curb). Do you still use only one account in the CRM or is it reflected as two? That just makes sense.
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