In this tutorial you will learn the best practices associated with using targets, leads, and contacts in SuiteCRM. Many small business do not understand why soo many modules for contacts exist in any CRM system. This tutorial reviews in detail how you can use Targets, Leads, and contacts to manage marketing, sales, and customer relationships. This video will address the following:
- How to use targets in CRM for your marketing efforts.
- When is the right time to convert a target to a lead?
- What is a lead in your CRM system, and when should this lead convert to an opportunity record?
- Converting a lead to a contact to open your opportunity.
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