Contact or Lead: What’s the Difference?
Wondering whether someone in Pipeline CRM should be a Contact or a Lead? This guide will help you understand the difference and show you how to update a person’s type.
Contacts vs. Leads
- Leads are unqualified contacts who don’t yet have a deal associated with them.
- Contacts are qualified—either they’ve got a deal in the pipeline or you’ve done business together before.
How to Convert a Person to a Lead or Contact
- Go to the Person’s Profile Page.
- Click on 'Type' in the Person Details modal.
- Select either Contact or Lead from the drop-down menu.
You can update this anytime as your relationship evolves.
If you have any questions or run into any trouble, reach out to our support team at customercare@pipelinecrm.com.