Smarter Classifications for Prospects and Customers

prospects and customers

We’re releasing a smaller update to Associated Contacts for Deals that brings a little more intelligence to who is classified as a Prospect and Customer in your Base account. Until now, only the main contact and company associated to a Deal was marked as either Prospect or Customer. Now, all contacts from that company, who are attached to the Deal will also be marked as either Customers or Prospects. This results in a more accurate Prospect and Customer view.

Prospect:

The primary Contact & Company associated to an active deal in your sales pipeline, along with any of the primary contact’s coworkers who are attached to the deal. These are the people you’re actively selling to.

Customer:

The primary Contact & Company associated to a Won deal in your sales pipeline, along with any of the primary contact’s coworkers who are attached to the deal. These are the people who have already purchased from you.

You’ll also notice that the associated contacts area on the Deal card received a slight facelift. Look for these updates to appear in your Base account within the next 24 hours.

Subscribe to the Baseline Blog

Be the first to hear about product updates, as well as sales, productivity and CRM strategies.