Ours are B2C - no corporate sales. Should I enter my prospects as leads or as people?
Hi @Alice Errett , great to see you participating in the Community!
In Pipedrive we call prospects "leads" and they can be people or organizations that you later on convert into deals or just archive or delete - learn more about how our Leads Inbox works here.
In the meantime, there have been a really interesting discussions about the best way to translate your workflow into Leads. Check it out here and discuss with other users, I think their tips will help you. 🚀
Hi@Alice Errett , you may find my responses to 2 other discussion post about B2C helpful. The 2nd post had more to do with a real estate business.