What is the difference between a lead and a contact?
The lead is a person who has not yet been qualified and might be interested in your product or service. When the lead becomes more qualified, you can convert it into a contact. A contact is your point of communication for an organization (account). ...
What is the difference between reassigning and sharing?
In reassigning the ownership of the lead/contact/deal is transferred to the new user. In sharing a lead/contact/deal the new user will be able to track all the information/updates pertaining to the lead/contact/deal and also he can perform ...
What is meant by Business Type?
Business Type refers to the probable type of relation which a lead will have with the Seller. Competitor, consultant, customer etc. are typical examples for business type.
What is a contact?
Contact is a person from the buying organisation who is the point of communication for the selling organisation, with the buying organization. When a lead gets qualified by the salesperson, it becomes a contact.
What is a Task?
Task is any activity to be performed on the existing lead/deal by the sales professional. Follow-up call, reminder mail etc. are typical examples for tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in ...