We are Realtors.
We want to create a "Buying path", a "Selling path", and a "Flow" path for everyone in our contact list.
Sometimes a person or family is selling their house and buying a new one. Is there a way to put that family on two different paths and track their progress on both?
We are a tiny company with only two people and I have to teach myself everything as we go with regards to SF, so the simpler the explanation, the better!