Leads

In Defalto CRM, a Lead represents an unqualified contact typically generated from various marketing-related events. For instance, it could be an individual who has filled out a form on your website or someone you met at a trade show, and at this stage, their buying authority is uncertain. Once a Lead is qualified and converted, it can be segmented into three components: a Contact, signifying ‘Who’ the individual is; an Account, when you’ve identified ‘Where’ they work; and an Opportunity, indicating ‘What’ they might be interested in purchasing