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Contact or Lead

Maria Herrell
Updated 11 months ago

People in Pipeline can be designated as contacts or leads.

Leads in Pipeline are most commonly classified as unqualified contacts that do not have a corresponding deal.

Contacts in Pipeline are qualified contacts that have a corresponding deal or contacts that you have done business with in the past.

To convert leads to contacts navigate to a personโ€™s profile page and click  Type in the person details modal and select the corresponding type for this person from the drop-down.

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