I'm trying to understand some of the terms used by FFC's main sections
in order to document them for new users. Are the following terms correct?
* Campaigns - Marketing plans to generate leads and opportunities
* Leads - Prospects that may become an account and an opportunity
* Accounts - Existing company clients
* Contacts - Individual people
* Opportunities - Needs identified for accounts
Little Stream Software
So it looks like my confusion was because I thought of Leads
differently. I thought of everyone as a contact and specific contacts
will have leads (on projects). Since my business is very low volume, I
probably will not need to use leads at all.
>> * Accounts - Existing company clients
> Not quite. Think of an account as a company. When a lead passes
> qualification and becomes a contact you would typically create an
> account using the company name. An account (a company) can have
> multiple contacts -- people who work for or represent the company.
That makes sense if a contact has been qualified.
>> * Opportunities - Needs identified for accounts
> I agree with Shimon's definition: Potential sales and pending deals
> associated with accounts or contacts.
I like that too. I'm going to try and shorten it a bit to "Potential
sales for accounts and contacts".
> Hope this helps.
Very much so, thanks. I'll try to clean up the patch and submit it soon.
Agreed. John, could you post a feature request to Lighthouse for this?
A screenshot of the demo data should be a good starting point.