Adding a parent company at the Lead stage
HiMany of the organisations that we work with have parent companies.
We would like to have a clear view all the way through the system
that makes reference to the parent company. Are you able to add this
in the leads stage? Would it make sense to? .
We feel there are there are 3 stages to consider - a Lead that can
then become a Prospect (a potential client) until such time work has
taken place then move to becoming a Client.
What is the best way
to manage a prospect within the CRM system.
Any thoughts or suggestions would be appreciated.
Thank you
Richard