How do you differentiate your prospects in CRM?

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I would like to know how do you differentiate your prospects in CRM. Meaning that in the Relationship Type field you have distinct names, such as Suspect; Prospect?

I'm working in a B2B environment.

Thanks in advance for any help!

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Royal King 27,686 on at

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You can use lead entity to record all your prospects and based on the business requirement you can weigh them to promote to either as opportunity ,account or contact or order.

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PS 23,577 on at

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You can update Account's relationship type to customer when you won opportunity/quote/order/inoice paid by a workflow. For rest let it remain prospect by default

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Aileen Gusni 44,524 on at

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Hi

Actually it is just a field in the Account.

Usually suspect refers to Lead (can be cold list only, just met in the seminar or other events for example), but not all organization uses Lead.

So you can define directly to the account but set some distinctive description.

As we know in the Account you can define the relationship type.

Usually once Opportunity is once you change the relationship type from prospect to customer.

This is the link that might help you and well-written, just in case you havent read it.

crmbook.powerobjects.com/.../microsoft-dynamics-crm-sales-process

And also explaining about B2B prospecting sales as well here:

searchcrm.techtarget.com/.../Best-practices-for-lead-management-in-Microsoft-CRM

And this is another post explaining common term in sales real practice , not specific in MS CRM

www.inboundsales.net/.../The-Difference-between-Suspects-Prospects-and-Sales

Hope this helps!

Thanks.

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