Hello everyone,
we just switched our small business to CRM Online. The contacts are imported.
I was wondering how it would be best practice to select the role / define the category of our contacts.
We have been using the CRM "insightly" before were we were able to select tags for contacts. This allowed for custom labeling and multiple categories for our contacts. The risk or defecit was the inconsistency and growing labels.
Should we just define the key roles of contacts in our business and add that in the contact form? For Example, customer, sales partner, consultant, project partner etc?
Thank you
Markus
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