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:
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:
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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. |