2.1 - Definitions and Workflows


LEAD

A Lead is a potential customer who has demonstrated interest in your products or services. Leads can originate from a variety of sources, such as:

  • Website interactions 

  • Customer referrals

  • Participation in networking events and conferences

  • Paid advertising efforts (e.g., social media or search engine ads)

Note: The Lead page is designed to capture this initial interest. It does not automatically generate Contacts or Organizations in the CRM. These will only be created once a Lead is successfully converted into a Deal, helping maintain a clean and organized CRM with relevant contacts.

DEAL

A deal signifies a sales opportunity your company is actively working on with a potential customer or prospect. It is linked to specific products or services and indicates the potential revenue that could be earned if the opportunity is successfully closed.

When a lead shows strong potential, it can be converted into a deal. This process:

  • Transfers all previous communications from the lead to the deal page, ensuring continuity for your team.

  • Automatically generates an organization and contact record tied to the deal.

  • Enables you to add multiple contacts to the deal and designate a primary contact person.

CONTACT

Contacts hold important information such as phone numbers and addresses, making it easy to communicate and engage with leads and deals. A single deal can have multiple associated contacts. Contacts can be independent of a Lead or Deal.