CRM & Sales
A lead is a person or company that has shown some interest in your product or service but has not yet been qualified as a genuine sales opportunity.
Definition
A lead is a person or company that has shown some interest in your product or service but has not yet been qualified as a genuine sales opportunity.
A lead is the top of the sales relationship. It might be someone who filled out a form, downloaded a guide, or was added from a list. Leads are potential (not yet proven) business.
Sales teams qualify leads to decide which are worth pursuing, often scoring them on fit and intent. A qualified lead can become an opportunity or deal; the rest are nurtured or set aside.
Atlas captures leads in the CRM and lets teams qualify, assign, and convert them into deals, all connected to the same contact and account records.
FAQ
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