Leads

| January 31, 2018, By Bob Ritter.

Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns.

In Zoho CRM, lead details contain a combination of company (account), person (contact), and business opportunity (potential), depending on your CRM requirement – for managing Business to Business (B2B) industry or Business to Consumer (B2C) industry.

A lead goes through the follow-up process by sales reps and when qualified, they’re converted into an account, contact and deal (opportunity) in Zoho CRM.