How Many Contacts, Deals, or Projects?
I represent taxpayers before the IRS. I have a client who is having difficulties with his personal taxes and two separate businesses. I have three separate POAs and three separate contracts, and from the IRS’s perspective, these are three separate entities. They all have the same person who is responsible for the problem. I will either contract for all three entities or lose all three.
Should I have one Contact, three Deals, and three Projects, or three separate Contacts (my client) and one Deal and Project for each Contact? Or should I have one Contact, one Deal, and one Project that keeps track of all three entities? With this method, I could keep separate notes for each entity within the one Contact, Deal, or Project screens. I am only negotiating with one person at the IRS for all three entities.
Answers
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@Smiley based on the info you provided, I would suggest having 1 one contact and associating them to a deal and project for each entity you are working on. That way, you can better manage them as they progress at different paces.
I am happy to learn more about your business case and provide more personalized suggestions if you would like.
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@jaredkcreative Many thank yous for your response. I am a bit unclear. Are you suggesting one Deal and three Projects, or three Deals and three Projects?
I am happy to answer any questions you have about my profession. https://financial-harmony.com
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