Definition: A lead is a contact or initial opportunity that shows interest in your product or service.
Goal: Qualify the contact to see if they have the potential to become a customer.
Features:
Can be captured through forms, social media, landing pages, and other channels.
Usually is in an early stage, with no commitment or active negotiation.
It’s the starting point for nurturing and commercial approach.
Example: Someone who filled out a form on your site asking for information about your services.
Definition: A deal is an active opportunity created in the CRM to track the progress of a potential sale.
Goal: Manage the sale's progress from opening to close (won or lost).
Features:
Is associated with an already qualified lead or customer.
Has info like potential value, sales funnel status, deadlines, and specific stages.
It's used to record and track the relationship and interactions with the customer throughout the negotiation.
Example: A proposal sent to a lead with price, deadline, and details about the service/product.
Here's the documentation explaining the difference between Lead and Deal in your CRM:
Understanding the difference between Lead and Deal in the CRM is key for organizing and optimizing your sales funnel. Each term stands for a distinct stage or goal in your business management process. Let's break down their features and functions below.
Definition: A lead is a contact or first-time opportunity that shows interest in your product or service.
Purpose: Qualify the contact to see if they might become a customer.
Features:
Can be captured via forms, social networks, landing pages, or other channels.
Usually at an early stage, with no commitment or active negotiation.
It's the starting point for nurturing and commercial contact.
Example: Someone who filled out a form on your site asking for info about your services.
Definition: A deal is an active opportunity created in the CRM to track the progress of a possible sale.
Purpose: Manage the progress of a sale from start to finish (won or lost).
Features:
Linked to an already qualified lead or customer.
Has details like potential value, status in the sales funnel, deadline, and specific stages.
Used to record and track the relationship and interactions with the customer during negotiation.
Example: A proposal sent to a lead with price, deadline, and details about the service/product.
AspectLeadDealDefinitionInitial interested contactActive sales opportunityFocusQualify interestManage and close a negotiationFunnel StageTop (discovery and nurturing)Middle or Bottom (negotiation and closing)InformationBasic (name, email, initial interest)Detailed (value, deadline, status in funnel)PurposeFeed the sales pipelineClose a sale
Leads:
Register and qualify captured leads.
Use filters and tags to sort leads by interest, priority, or source.
Deals:
Create a deal for qualified leads that started the negotiation process.
Track the stages in the sales funnel up to closing (won or lost).
Always keep your leads and deals organized and up-to-date in the CRM to have a clear view of your pipeline.
Use automations to create a Deal automatically as soon as a Lead is qualified.
Getting this difference helps your team focus on the right contacts at the right time, boosting efficiency and conversion chances.
