When you are working on ways to organize your CRM, you can start by thinking about the different kinds of prospects that you are speaking with day-to-day. Oftentimes, these individuals are going through the consideration stage and you want to be sure you communicate to the right people with the right messaging.
Creating roles will allow you to properly define those prospects and know exactly who you need to speak with at different stages in your customer’s journey & lifecycle. As they move through these stages, you may be communicating with different contacts and by utilizing the roles feature, you can easily note who that is!
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