Target Clients / Potential Clients

Target Clients / Potential Clients

Hello,

I am a finance broker who specialises in sourcing finance for businesses. 

What is the best way to log businesses on Zoho that I would like to target, but I am not actually engaged with? This would allow me to create a list of businesses to cold call, market to etc and assuming I got traction, I would then convert them in to a lead. 

I use the leads module for logging businesses that have been referred or that are warm and expecting to speak to me, so would rather not use this module for targets.

Kind regards

Alex