1. TASK Vs. EVENTS: While talking to a customer, when would you open a NEW Task and when do you open a new EVENT, and what is the difference between them ?
2. When do you create a TASK or an Event to a new lead ?
3. When do you convert a lead ?
4. When do you create a TASK to a potential ?
5. When do you create an Event to a Potential ?
Many Thanks,