Key terminology in Sell relates to leads, contacts, and deals. Use the following information to understand the relationships and meanings of this terminology.
The diagram shows the progression in Sell from lead to customer.
- A contact can be a person or a company. A person contact and a company contact can be linked so that you can see what people work at a specific company. A contact can be associated with one or more deals.
- When a deal is won, the associated contact is labelled as a customer. A customer can become a past customer if manually set by a Sell user.
- A deal is an opportunity or potential sale and is the entity that you track through your sales pipeline. A deal can have one or more contacts (see Prospect).
- A lead is a person or company that has never worked with your organization. When qualified, a lead is converted to a contact.