You can get lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. information in the Sales area. A running history of all completed activities Actions to be performed, such as tasks, or communication items that are sent or received, for example, e-mails, phone calls, letters, faxes, and appointments. The status of activities is tracked and the activity history is stored in the system, so users can view the open and closed activities. with the lead is kept.
You can enter leads individually or import lists of them into the database and convert them to opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion. if they qualify To verify that a record fits specific criteria and should be converted to an opportunity, account, or contact, or be added to a marketing list.. Each disqualified lead A lead record that was not converted to a new account, a new contact, or an opportunity associated with an existing account or contact record. stays in the database for later analysis.
Understanding How Accounts, Contacts, Leads, and Opportunities Relate
Account and contact records represent established customers. Leads are potential or prospective customers. Opportunities are not a specific customer, such as a lead, contact, or account, and therefore require a customer record to be added to the opportunity.