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4min chapter
CRM and the Mistakes to Avoid
2Bobs—with David C. Baker and Blair Enns
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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