Home
Do you know the one case where you use a CRM lead?
  v5.0 Posted at 30/05/2014 9:36 AM by Ulysses Maclaren

​​It can sometimes be hard to work out when to use a lead vs a contact and company, ​or even an opportunity.

Type Type and Category
Called up about a service needed urgently Contact + Opportunity (hot)
Called up about a service Contact + Opportunity
Qualified Contact (prospect down the line) Contact
Someone goes to the website and joins the mailing list Contact
Random business cards from TechEd 2013 Contact + Tag "Tech Ed 2013"
Uninterested contact Contact
Purchased mailing list Lead
Figure: There is only one scenario where you would use a lead


It is better to have all your contacts in one place rather than split over 2 separate tables. Leads are not needed except as a d​ata entry tool to help you link new contacts, companies, and opportunities. See Quick Way to create an opportunity, contact and account in one step.

The only legitimate use of leads is for completely unqualified data, e.g.

  • You buy a contact database (too large to be able to contact each one of them to qualify)

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address:

    Comments:

    Note: Social Media login for Yotpo is not working in IE or Safari, please use Chrome. We are waiting for Yotpo to fix it.