Understanding Contact, Other Participants, and Followers in Opportunities and Leads in CRM As A Service
- Marc (TeamsWork)
- Mar 19
- 2 min read
Updated: 6 days ago
Within CRM As A Service, you will come across three important roles when dealing with an Opportunity or Lead: Contact, Other Participants, and Followers. Each of these plays a distinct role in engagement and collaboration. Understanding the differences between them will help your team work more efficiently and ensure smooth communication.
Contact
A Contact is a person directly associated with an Opportunity or Lead. This is typically the main individual representing a company or organization, such as a decision-maker or key stakeholder. The Contact is the person your sales team interacts with when negotiating a deal, gathering requirements, or discussing terms. Additionally, the Contact’s email will be the default email when drafting a message within the Lead or Opportunity.
Other Participants
Other Participants are individuals from your contact list who also engage in the Opportunity or Lead but are not the primary Contact. These may include secondary decision-makers, advisors, or influencers who play a supporting role in the sales process.
For instance, in a large enterprise deal, the Contact might be the Procurement Officer, but the CFO and IT Director might also be involved in discussions. Adding them as Other Participants helps ensure they are included in relevant conversations and that their input is tracked.
Followers
Followers are users from your own organization who have an interest in the Opportunity or Lead. They are not directly involved in discussions but want to stay informed. Followers receive notifications and updates whenever there are changes, comments, or significant developments related to the Opportunity.
For example, a Sales Director or Account Manager may follow an Opportunity to stay updated on progress without actively engaging in communication with the Contact or Other Participants. This ensures visibility without unnecessary involvement.
By leveraging these roles effectively in CRM As A Service, your organization can improve collaboration, streamline communication, and maximize the chances of closing deals successfully.
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TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.
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