What are 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:

• Creating groups. See What are Groups?
• Export records. See Exporting Records to a File
• Qualify Leads. See Qualifying a Lead
• Mail Merge. See Using Mail Merge in the Web Client