Glossary
What is Lead?
Sales lead
Definition
Lead — in sales — is a person or company that has shown interest in your product or service but has not yet been qualified for real need, budget and authority to buy.
Lead, opportunity, customer
- Lead: someone who filled in a web form, handed over a business card at a trade show or called in.
- Opportunity (deal): a lead that has been qualified and has a realistic chance of a sale with an amount and approximate date.
- Customer: someone who has bought.
Common lead sources
Website, trade shows, referrals from existing customers, inbound calls and campaigns. Recording each lead’s source shows which channel brings the best leads.
Example
A trade show yields 80 business cards. All go into the CRM as leads with the source “trade show”; after the first call, 12 become opportunities.
Leads in Fidar
Lead capture from any channel, assignment to reps and one-click conversion to deals are available in Fidar CRM. More in CRM for small businesses.
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