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?>
Hello @Kimbo This is a really common question and you’re thinking about the right things.
I’d keep everything in one workspace and use separate deal flows instead of separate workspaces. It gives you much more flexibility when leads don’t have an obvious home yet and makes moving, automating, and reporting far easier.
A simple approach is one central Leads board, then converting qualified leads into deals and assigning them to the right habitat bank using pipelines or connected boards. Deals will handle your forecasting, and dashboards can roll things up per landowner without extra complexity.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
Hi @Kimbo I haven’t used the CRM myself, but I’d recommend keeping everything in a single workspace rather than splitting habitat banks into separate workspaces. Separate workspaces make it harder to move leads and do consolidated forecasting.
A cleaner setup is to keep one central Leads board and use Deals to represent each credit sale, differentiating habitat banks via a column or separate deal views/pipelines. This keeps lead intake simple while still allowing each habitat bank’s revenue to be tracked separately.