We just added Deals this past weekend to Lead Zeppelin. What’s the difference between Leads and Deals? Well, Deals may not be for everyone, it really depends on your business.
You see, some online CRM apps have Deals (aka Opportunities) and others have Leads, and some have both. Now, if you’re a financial advisor, for example, you may just need to use Leads, and mark them as Customer or convert them to a Contact once you’ve closed them.
On the other hand, if you’re a contractor and find yourself submitting bids to customers more than once, you may want to use Deals. You’re really trying to sell the project, or Deal, to the person (a Contact). Even in this scenario, you’d probably want to qualify a lead first (making them a Contact), before you’d write a proposal for a project for them. Make sense?
We do want to keep Lead Zeppelin as simple as possible, but we felt that Deals were an important inclusion for some of our customer types. Please, let us know what you think in the comments.
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