- A lead is usually the first step in your sales cycle. It can be
- a contact with a new prospect, a company you target, a contact form
- filled in your website, etc.
+ Use leads if you need a qualification step before creating an
+ opportunity or a customer. It can be a business card you received,
+ a contact form filled in your website, or a file of unqualified
+ prospects you import, etc.
Once qualified, the lead can be converted into a business
- opportunity and a new customer in your address book.
+ opportunity and/or a new customer in your address book.