Newbies Damond Posted September 14, 2007 Newbies Share Posted September 14, 2007 Hi everyone. I'm a beginner FM 9 advanced user and so far i'm loving this software! I'm currently using the simply client/contact management template with some minor modications i've found in this forum. I have an excel spread sheet of 30,000+ leads i want to import into FM to manage seperately from active clients/contacts as leads and also to be able to distribute or assign them to sales staff for prospecting. Once they qualify the lead they can commit it to active client/contact. I look forward to reading your input. Thanks in advanced, Damond Link to comment Share on other sites More sharing options...
Fitch Posted September 16, 2007 Share Posted September 16, 2007 One way to do it would be to keep the leads and contacts in the same table and use a field to tag them as lead vs. contact. Link to comment Share on other sites More sharing options...
SoCalMacDude Posted September 17, 2007 Share Posted September 17, 2007 I use a sales rep field pop-up, and one of the sales reps is LEAD. In fact, sometimes we tag the lead source - "Lead - Subscriptions" "Lead - Trade Show." Then if you are working all leads, you can search the database for "Lead" and you'll get all leads! Link to comment Share on other sites More sharing options...
Newbies Damond Posted September 18, 2007 Author Newbies Share Posted September 18, 2007 Hey guys, thanks for your input! It help a lot. I will keep you posted on how it works out. Thanks again, Damond Link to comment Share on other sites More sharing options...
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