Contact, Lead, or Target

[jhelms]

I understand the progression of a target to lead to contact. However, whenever a person calls in by phone interested in our product it would seem that I might have to look in three different places to find them -- the contact search, the lead search or the target search.

From that perspective, it would see as though it would be best to call everything a contact so that finding them is easier.

[susiewilliams]

Hi there,

I guess the answer to your question lies with another question... whether you want to track how customers are finding your company (or not). If you (or your marketing group) wants to track the effectiveness of their advertising or marketing campaigns, for example, you'd want to keep track of how those callers found you, so you'd want to note which marketing campaign caused the person to pick up that phone and dial your number. You can get pretty fancy setting up campaigns with targets, and measuring how effective those campaigns were by the number and quality of leads generated by them, and ultimately how many closed deals (opportunites) happened.

If you're not so interested in all the marketing stats, you can just make everything a contact and go from there. Keep in mind, you can do "global searches" in the app to find what you're looking for; the global search field is at the top of the screen. So, you can make the marketing folks happy while still searching for records.

Hope this helps. Let us know a little more about what you're trying to track and the community can provide further guidance.

[jhelms]

Thanks for your quick response.

I just want to be able to quickly find the customer that is calling in on the telephone whether they are a target, lead, or contact.

The global search on the top of the screen does not search through targets. Any way to customize the search so that it will search targets?