Difference between Lead, Contact and Customer

  • Lead: is a potential Customer, someone who can give you business.

  • Customer: is an individual or organization who has given you business.

  • Contact: is a person who belongs to the Customer. This is applicable in business-to-business scenario, where you may contact multiple individuals belonging to the same customer.

A Lead can be converted to a Customer by selecting ā€œCustomerā€ from the Make dropdown. Once the Customer is created, the Lead becomes ā€œConvertedā€ and any further Opportunities from the same source can be created against this Customer.

Lead, Customer and Contact

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