How do you set the CRM up to handle multiple customer types.
In our example we have 3 customer types.
Those that we purchase ads from us
Those that we have partnered with on marketing
Those that purchase services from us
It is possible to have 3 types of customers, all with separate data records
ie
Ad Sales would have leads, accounts, etc
Partners would have leads, accounts, etc
Restaurants would have leads, accounts, etc