Leads

Leads are unqualified potential customers. Use lead qualification criteria to determine if a lead has valid information, already exists as a lead or contact, or is ready to be converted to a sales opportunity. Once qualified, a lead can be converted to or merged with a contact and account. You can also create a new sales opportunity.

Use the Lead Detail view to work with and qualify information for a single lead, or the Lead List view to work with multiple leads in a spreadsheet-type format.

These features help you manage your leads:

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