What should I do with Businesses and Contact Persons?
A business or a contact person can have more than one opportunity card so they can be involved in various processes (they bought something from you, you issued an invoice and they wrote to your Helpdesk in the meantime).
The opportunity card defines your relationship with the business or the contact person.
- Newsletter subscriber
- Sent an Issue
- Paid an Invoice
If you sell to private individuals, you only have to manage contact persons. You can store information on contact cards.