Contact or Lead

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 person’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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