Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.
The video walkthrough will explain the difference between and the purpose of Customers, Contacts, and Leads in SalesManager, formerly known as NorthBoundary.
- Customers are the accounts you are sending proposals to and actively working for.
- Contacts belong to customers. They are the individual contacts for your customers and site locations. You can have multiple contacts for each customer.
- Leads are people you'd like to do business with, but typically you are not doing business with them yet. Because you'll work a lead, once you reach a point where you will send them a proposal or engage with them. You would convert them from a lead to a customer.