We are a b2b sales sales cycle. Do you recommend keeping track of lead status in the contact or company record? I’m confused. It’s time consuming to update both — we don’t have access to work flow feature at our subscription level.
I'd lean towards recommending that you track lead status on the contact rather than the company. Since lead status normally tracks the progress of making contact and who's been qualified or disqualified, this makes more sense to me at the contact level rather than the company level - you could easily have two contacts from the same company with very different lead status'.
I'd lean towards recommending that you track lead status on the contact rather than the company. Since lead status normally tracks the progress of making contact and who's been qualified or disqualified, this makes more sense to me at the contact level rather than the company level - you could easily have two contacts from the same company with very different lead status'.