Hi all!
For our use-case, each Contact always enters a Deal, and only one Deal (ever).
We use Kanban view for Leads and Deals, moving the Leads and Deals along their respective pipelines, until closed.
Working this way is OK, but it seems unnecessary to split the customer's info between the Contact and the Deal, and needing to update some information in the Contact, some in the Deal.
Would it be reasonable instead to just convert Leads only into Contacts, and not create Deals upon conversion?
Seems we could achieve simplicity this way, keeping everything in the Contact record. We could create a stage field in the Contact (using the same stages currently in Deals), and use a Contact Kanban view based on this stage.
Though it sounds reasonable, I'm aware that making such a change could cause problems, so want to ask what they might be.
The only downsides I currently imagine are:
- Not being able to associate multiple Contacts with a single Deal (e.g. if multiple Contacts are part of the same deal...though this almost never happens)
- Not having the interactive stage bar (in Deal records) at the top of each Contact record
Are there other downsides?
Could this potentially break CRM functionality, or keep us from using any functionality?
Thanks in advance for your thoughts!
Dave