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We are in the process of implementing the Opportunity & Quoting module to our sales team. I'm wondering if anyone could share what the benefit is to using both the Leads and Contacts portion of the CRM module? We are considering not using leads and just having data entered as a Contact to start the process. What would we be sacrificing in terms of functionality within Leads and for those using Leads what are the benefits?
Hi Jenn,
From the top of my head: A contact is mostly as the name implies associated with someone you do business transactions with (Customer or Vendor).
You cannot nurture a contact but you can nurture a lead just like an opportunity. Albeit, with limited options like (open, lost, suspend).
You can create an opportunity for a Lead. The moment you do this the lead is converted into a contact and then the opportunity is tied to the contact. For a contact you cannot create an opportunity.
You can assign campaigns to both contacts and leads. You would want to have a contact on a marketing list for new product offerings but a lead wouldn't just qualify for a new product offering campaign specifically.
Hope this helps!
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