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Can someone give me a basic primer on CRM?

Jul 24, 2005 2:09 pm

re: Can someone give me a basic primer on CRM?

Chris Young

You have the flexibility to use it in whatever way you want but, I use Sugar with the following conventions.

Lead - Have not paid you yet, they are a potential customer.

Opportunity - specific area where you might do business, proposal stage.

Account- someone who you have a signed contract with or make a sale to.

Contacts- people in any of the above with whom you corrispond You can have multiple contacts associated with any account,opportunity or lead.

Cases- trouble ticket/issue tracker related to accounts.

>>What if we have a client with no specific contact? Cannot happen unless you run a cash business, because you need to know who approves the purchase.

Hope this helps.

Cheers,
Chris
www.savingcents.info

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