What is the best practice for entering a new contact on a cold call? That eventually becomes a lead and then into a deal and then into a quote if I put all the pertinent information individual name company name email address all pertinent information in as a contact will it continue on over into a lead and then into a deal and then build a quote off of that
Hey @GEsslinger,
Thanks for posting in the Community!
It sounds like we’re looking for best practices here, but I want to clarify a bit as others gather their thoughts to help provide some insight. Is the general question how to best create a new Contact and update their information during a cold call? Or is the bigger ask how to track all of the subsequent steps after that Contact is created.
For reference, here is the easiest way to set up new Contacts (on cold calls, and otherwise):
Create Contacts
Looking forward to an update!
Shane, Senior Community Moderator
Hi @GEsslinger,
If it’s a new contact, you would simply follow these steps: Create contacts
This would automatically create a company if you have this setting enabled: Automatically create and associate companies with contacts
Leads and deals could be created and associated perfectly well with contact/company. A quote would pull relevant information from these records, too.
Best regards