Every person in Pipeline CRM is either a Contact or a Lead. Here's what separates the two, and how to switch someone from one to the other.
Contact vs. Lead
Contact and Lead are the two values of the Person Type field. They are not different kinds of record — both are People records, with the same fields and the same profile page.
- Lead — someone you haven't qualified yet. No deal in the pipeline, and no history with you.
- Contact — someone you have qualified. They have a deal in the pipeline, or you have done business together before.
Person Type is a label on the record, so changing it never moves or deletes anything.
Change a person's type
- Open the person's profile.
- In the Person Details tile, click Type.
- Select Contact or Lead from the dropdown.
Update the type whenever the relationship moves on. A lead who signs their first deal becomes a contact.
For everything else on the record, see Person Profile Overview.
Need help? Contact support at customercare@pipelinecrm.com.