Deals with Leads and Clients
Can anyone tell me if there is any way to also create Deals with Leads? From what I understand it can only be connected to one module. It sounds like most users connect it to clients and track Deals or potential sales with existing clients but what about Deals we are working on with Leads? How do we track the Deals won and lost with Leads? The way I look at it is a lead is just a person I have contact info on and they will always be just a lead until they purchase a product from me. Once they purchase a product they become a client and then we can track the Deals, but we are still working on a lot of Deals with non clients/Leads but no way to track them. Any ideas of what we can do to track deals we work on with Leads?
Obviously we can add the first Deal as won when they buy their first product and we convert them to client, but it would be nice to have stats on how many deals we work on with Leads and lose.
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