Current Clients vs Prospective Clients ?

[ledg]

Hi SugarCRMerz

I am in the middle of setting up SugarCRM for our company as an upgrade from Kolab.

I thought I had everything sorted, however I have found a fundimental problem with the way I was intending to use Sugar!!

I need to split sugar in to two main groups.

1. Current Clients
2. Prospective Clients

I am using Accounts for Current Clients and Leads for Prospective Clients, however if I wish to use the Opportunities (in order to use the graphing) it makes me turn my Prospective Client (Lead) in to a Current Client (Account)... Which at this point, Its Not!! Its still a prospect!!

What are others doing in this situation? Any suggestions would be appreciated.

Cheers,

Ledg

[ledg]

-bump-

[malcolmh]

Use the Account Type drop down to differentaite the different types of Accounts, prospects, customers, competition etc. You can add values through the drop down editor in Admin.

[ledg]

Thanks malcolmh

I actually found this this afternoon!! Thanks for replying muchly appreicated.

[emagin]

On a side note:

I kept losing information when converting leads to opportunities (most of my leads are 'warm', so they are already opportunities).
I would convert lead and all my custom lead fields did not carry over.

I figured out you have to create the same custom fields in opportunity for the lead ones to carry over.
What a pain!

[gipps]

we have discussed the possibility of creating a completely separate copy of the 'Accounts' tab for current clients, because our sales process and current customers require a completely different set of information and set of records. The only real overlap is Contacts. Is this even feasible? I realize it would be a big project, but if possible, it would probably make a lot or sense for us in the long run.

Thoughts?