Sell terminology

Key terminology in Sell relates to leads, contacts, and deals (see Understanding leads, contacts, and deals).. Use the following information to understand the relationships and meanings of this terminology.

The following diagram shows the progression in Sell from lead to customer.

Contact

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.

Customer

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.

Deal

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).

Engagement

Engaging prospects with an automated personalized outreach by creating and automating email sequences (see Setting up email sequences in Sell and Sending an email sequence to leads in Sell).

Enrichment

Is building complete profiles of leads or contacts and replacing outdated information with relevant, up-to-date contact information (see Using Reach for enriching).

Lead

A lead is a person or company that has never worked with your organization. When qualified, a lead is converted to a contact.

Prospect

A prospect is a contact with an active deal. If the deal stage moves to lost or unqualified, the prospect becomes a lost prospect.