As a Realtor I have a ton of online leads flowing into my database as new contacts. It would be very helpful to be able to track them in a pipeline as a raw Contact rather than having to create a deal for each lead. The Deal module is very useful for tracking my active Buyers and Sellers. But while I'm prospecting unconverted leads through different sales approaches, I'd like to also move these Contacts down a Pipeline. Once I get them as clients, then I create deals at that point.
Please sign in to leave a comment.