I am a realtor. The most important leads in my world are 1- Sellers, 2- Buyers, 3- Landlords and 4- Tenants. In addition however, the common denominator for all four of these clients is real estate (apartments, houses, shops, offices, buildings etc). Part of the reason I am trialing Copper is to see if there is a reliable way to record a database of properties in my area, on Copper.
The post below (on your Community page) was from someone with a similar need and it was interesting to read but I don't understand some stuff....
For instance; the first suggestion (Mark Blothe) is that the poster should type the address of each property in the company field when recording a new lead.
- why can't you simply ignore that field and create a custom field for the property instead? Its confusing calling a building a company after all and apparently the only mandatory field in Leads is the Lead Name field.
- Can you delete all the other fields then, and create your own if needs be?