Car & Auto

Oct 1 2017

What – s a lead vs an opportunity in CRM? Squirrel Business Hub Melbourne #capsul #crm

# What s a lead vs an opportunity in CRM? I m often asked what s the difference between a lead and an opportunity? Let s define both first LEAD = a contact or company that you ve begun a conversation with is essentially an unqualified sales lead. They usually have no current or past relationship with your company. OPPORTUNITY = Once there is a budget and a timeline. there must be both, a lead becomes an opportunity. It signals the beginning of your sales process with a potential or existing client. Many CRM systems allow for contacts as well …