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Recently I've started using ZohoCRM and I have a question about the sales process. What's the differente between converting a Lead into a Contact or Potential, I mean, as I say a Contact is the person who your company make business, then, it's a potential too.

So, I wanna know when to set as a Contact or Potential, and if there is some "default" order to consider.

Obs: if my question is posted on wrong site within StackExchange please sign me which site I have to post it.

Thanks for help.

joaogdesigner
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1 Answers1

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This is the way my workplace does it:

Potentials are people who have inquired about services. We then have Accounts which are registered to a company. Contacts are a subsection of the Accounts. Potentials are people who have already opened an account, have received a quote, and are looking to finalize a purchase.

Ryan Alex Martin
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