Strategies for CRM Opportunities
JUNE 28, 2017
Leads vs Contacts. It is important to know that leads are the same thing as contacts. We do not differentiate between them. 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. Lead qualification. Lead qualification.