Hi there I run a small service business.

I am not sure when to use leads, accounts and contacts as they relate to my business.

I want to import my client database into Zoho but I am unsure where to categorise each client.

 

I have customers who have

1. made an online application and we are waiting to receive their paperwork

2. Received paperwork and are now processing their application

3. completed their application and the file is closed and the client has paid (we will review their file for another sale after 11 months)

 

Within each of the three stages above there are various workflow items.

 

How do I best categorize each in Zoho as each stage needs to be managed?

Any help would be appreciated.

Regards

Martina