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The recommended Leads workflow
As per definition in SFA, a lead is some contact information you have of which you don't know if they are interested in your offer or not. So you are supposed to prospect them to find out which ones are interested in your services and convert them into a potential sale or mark them as not interested.

So, a person that goes to your website and asks for a quote is not a Lead, they are a potential (contact).

That said it is just another module like all the others with the special functionality of being able to convert a record from there directly to an Account/Contact+Potential so you are free to use it as best fits the need of your business.

Messages In This Thread
The recommended Leads workflow - Guido1982 - 02-15-2021, 08:49 AM
RE: The recommended Leads workflow - joebordes - 02-15-2021, 03:44 PM

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