Hi,
We run a NatCap business where we have mutlipler habitat banks around the country all owned by individual landowners. We sell credits on their behalf and need to do things like forecast revenue over the coming period, so these all need to be seperate.
The leads all come in via the website or are entered manuually and these currently all drop into the lead section in the CRM. Sometimes they do not have an obvious home, so I am happy to place these manually in each.
The question I have is around account structure. Currently we are not using deals (but I want to) and we have all the leads coming in and then being manuualy moved out to boards within the ‘home CRM’ tab.
As we want to incorporate the deals/accounts etc, into this, are we better having these on seperate workspaces (and then issues with moving leads between) or just having them as seperate deal flows in the same workspace?
Any other thoughts on how to make this work as smooth as possiblke?>