Hello all
I am feeling a little puzzled about how best to handle a sales activity tracking issue.
I am cold calling leads for appointments. My appointments must include owner/decision-maker
What do you folks recommend about the best way to handle data for a lead like this? I am reluctant to create two leads of the same company because I'm concerned that can create a lot of problems. I am contemplating the idea of creating a second set of contact fields within the lead - contact fields for office manager or exec assistant. Then my contact notes could describe who at the lead company I spoke with.
Suggestions please
TIA