Example: Leads & Accounts
This online database template demonstrates how to convert Leads into Company accounts. Moreover, all existing incomplete Task records related to the Lead will also stay related to the Company account.
Description
The "Leads" table serves as the central repository for managing potential business leads. It includes columns such as ID for unique identification, record owner, creator, creation date, modification details, associated company and person details, conversion status (both company and person), and active tasks related to each lead. This table tracks the lifecycle of leads from initial contact through potential conversion into accounts, helping organizations manage their sales pipelines effectively.
The "Companies" table stores information about companies within the database. It includes columns for ID, record ownership, creator, creation date, modification details, company name, main person associated with the company, main person's name, associated lead (if any), and lead company details. This table facilitates the management of company profiles, their relationships with leads, and tracks their conversion statuses.
The "Persons" table manages individual contacts associated with leads and companies. It includes columns for ID, record ownership, creator, creation date, modification details, person's name, associated company details, and company name. This table helps in maintaining detailed records of individual contacts, their affiliations with companies, and their roles within the organization.
The "Tasks" table tracks tasks associated with leads, companies, and persons within the database. It includes columns for ID, record ownership, creator, creation date, modification details, task name, completion status, and associations with leads, companies, and persons. This table supports task management related to nurturing leads, following up on opportunities, and facilitating the conversion process.
Overall, this database is designed to streamline lead management processes, enhance collaboration between sales teams, and provide insights into the conversion of leads into accounts. It supports efficient tracking of interactions, tasks, and conversion statuses, ensuring effective management of business relationships and opportunities.
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