2Bobs—with David C. Baker and Blair Enns cover image

CRM and the Mistakes to Avoid

2Bobs—with David C. Baker and Blair Enns

CHAPTER

How to Distinguish Between Leads, Contacts, and Opportunities

TwoBobs: Don't just use CRM as an address book. Blair ends of When Without Pitching, the sales training and coaching program for creative entrepreneurs. David C. Baker says leads are a clue to a possible sale, not yet qualified. So you're emptying out this big messy bucket of leads into contacts, accounts and opportunities.

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