Recommendation for managing leads
I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message.
However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate because I like the idea of keeping my deals clean and adding my leads in the lead section.
If anyone else has this issue and has a workaround for it, please let me know. Thanks