Basic Crm

[DarkF0x]

I running the community edition crm, I just trying to have a client list, notes, and call on the clients and a communication to the employees that is it. What is the best way to do that. What is the differnce between accounts, and contacts, leads and opportunities. I am just looking for very basic a crm that hold clients and notes.

[andopes]

I running the community edition crm, I just trying to have a client list, notes, and call on the clients and a communication to the employees that is it. What is the best way to do that. What is the differnce between accounts, and contacts, leads and opportunities. I am just looking for very basic a crm that hold clients and notes.

Hi DarkF0x

Account is a company;
Contact is a person or an employ which work on this Company;
Leads is a person which can become a customer of yours. Once a Lead is a person which may work in a company you are trying to convert to a customer of yours you can add into a Lead information regarding to both a person and a company. When a Lead is pretty interested with your products/services you can convert it to a Contact and an Account. This way a relationship will be created between Lead, Contact and Account.
Opportunity is something you are trying to sell to an Account/Contact. An Opportunity may have several stages (Prospecting, Negotiating, Closed Won, Closed Lost). An Opportunity whose stage is "Closed Won" mean you actually had got a new customer.