I am a new user and we primarily work with non-profits. Companies / Organizations are our prospect not the contact. Can deals be made, tracked and reported by Companies section since they are our prospects? The contact is important, but given the nature of the the organization the current listed contact could change in the next month. Any help or direction is apprecaited.
Hi @Earlyb
When it comes to customer and deal management, the CRM can easily be used in a company-centric way.
Each deal can, and should, have a company associated with it.
When logging activity, you can chose to log it against the deal, the company, and any relevant contacts.
Of course emails will tend to go to and from individual contacts, even if those change regularly. I wouldn’t be worried about assinging multiple contacts to a deal, as it will help you and others keep track of more of the communication.
Let me know if you have any more questions.
Hope this helps.