Strategies for CRM Opportunities
JUNE 28, 2017
Leads vs Contacts. It is important to know that leads are the same thing as contacts. This is because a contact can be lead, and a contact may have an opportunity (or two or three) associated with him or her. We found that our users enjoy the simplicity of knowing that they don't have to convert a lead to contact and/or an opportunity. Qualifying Leads. T ime (does the lead need your product or service now or at least soon?). Lead qualification.