I am a small first aid training business and I like the CRM but want to make sure I am using it correctly. This is my process.
I plan to run a first aid course, set a date and advertise in various locations. Currently I am logging this info in Campaigns. When a potential customer is interested I go into Campaigns and add a new contact.
My reason for this is that if I go into Potentials I need an account name and clearly the first aid course isn't an account as it is mine! If I go into leads then I need a company name and these are individual students thus they don't have a company.
Please give me advice!
Thanks