To not contaminate the list of customers with "might be, somewhere in the future, customers" there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.
The Campaign field will show the selected Campaigns for a Lead.
Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase.
An example of a Leads list view.
An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.