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industry, multiple lead sources, product type
Hello,
I'm just getting started with our implementation and am looking for some help. I am trying to find out the best way to be able to note the following in the company level of CRM:
-Product Interest Type - e.g. Fatigue Testing
-Industry/Vertical - e.g. Medical
-Lead Source: General - e.g. Trade Show
-Lead Source: Specific - e.g. AAOS
I need to be able to run reports on sales for each of these, as well as create marketing campaigns based on the above criteria. This is what I am considering:
-For Product Interest Type - Use the "Category" field.
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