Understanding leads
Leads comprise anyone that is a potential customer. You can think of leads as the “catch-all” database from which you qualify potential deals. The goal is to convert the lead into a cleaner data set of high-probability sales. Converting leads into opportunities is the key to a successful business. Managing your leads effectively allows you to convert more leads into opportunities, which ultimately results in more business. Leads can be captured in many different ways, such as through conferences, websites, purchasing lists, and any other way you may come into contact with potential customers. Let’s look at a business use case where a lead may need to be created, then we’ll walk through the steps for creating a lead.
Business use case
You are a sales representative for your company, XYZ Widgets, and have been sent to a conference to talk to potential customers. While at the conference, you have a great conversation with Brenda...
