I'm just getting set up and trying to understand the difference between Lead, Contact and Potential.
We are a custom closet company, B2C. Our process involves
-Customer contacts us
-we take down customer info and set up an apt to design the closets
-communicate back and forth about design and details
-sell the job
-install the job
I am thinking I can utilize the 3 categories as;
Lead=Before job is designed
Potential=after job is designed
Contact=after job is sold
Does this seem like it should work?