I know this system was designed for B2B. But I've seen a lot about how to use it for B2C. I'm at a small car dealership, and we have two managers and two sales people. We want to import our daily leads from various lead generation companies from the managers, assign these leads to sales people. If they're a decent lead, they can be converted to an opportunity or prospect, then if they get sold they can be converted to a sold customer. Managers will be able to see sales people's leads and progress along the way.
My assumption is that the way most people do it (and by reading in the forums) they would keep the leads the way they are, convert the lead to both an opportunity and an account, and just name the opportunity and account the same thing, maybe Last, First.
The problems I have with this are a few things: The lead stays as a lead. This means it's still on the list of phone calls to make. At this point, they shouldn't be a lead anymore, but a prospect or opportunity. Next, I can't find a use for both an opportunity and an account.
Does anyone have a decent suggestion for this scenario?
Thanks!


LinkBack URL
About LinkBacks



Reply With Quote

Bookmarks