This website uses cookies to track and improve your visitor experience. By using this site you accept their use:    learn more


Term Description
Lead A Lead is an individual or organisation that may or may not be interested in your products or services. Leads are typically used to create a bulk mail-shot or for cold-calling activities. Once a lead has been fully qualified it is common practice to promote the lead to a Prospect. You cannot produce a quote for a lead, but you can create activities. A quote can be produced only for a prospect or a client.