How You Work with Leads

Leads are opportunities that are prequalified by your marketing, service, or sales department and are assigned the Lead status.

Since leads are prequalified versions of opportunities, they appear as opportunities on the content pane. You are assigned leads based on your organization’s processes, but you can also manually create leads and assign them to yourself.

Note: A lead assigned to a status that is not Lead or Reject is considered to be an opportunity.

Many of the opportunity fields for leads are populated. For instance, when you receive a lead, it already has an organization or contact association and a description of the product or service the organization or contact is interested in purchasing.