Taking over for previous user
I am taking over from a previous employee. There have been countless users since we first purchased the CRM and it seems everyone just used it a different way. I would like to get everything organized. It seems in the past, people "mostly" worked from the leads tab. There are only some opportunities and even fewer projects (and some projects which should still just be opportunities) when there should be a lot more of both of these. I have exported all the leads, opportunities and projects, as well as the notes for opportunities and projects.
Would it make the most sense to delete all the opportunities and projects and then go through each lead individually and sort them as they should be? Or is there an easier way to do this?