Prospect vs Customer in Business Contact Manager for Outlook 2003

D

Don

What's the best way to distinguish between a prospect and a customer in
Business Contact Manager? For example. I met a prospect who may want to buy
something. I create an opportunity, but that doesn't tell me if the person
is already a customer or not.

Why do I need the distinction? In case I want to send an incentive to
prospects.
 
G

Guy Lapierre

I use the account's "state" field. My active ones are customers and my
inactive ones are prospects.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top