What is the difference between a Lead and Contact?
Leads are raw details about individuals or representatives of organizations collected from events, salons, marketing, web forms and such external sources and marketing campaigns.
Contacts are the individuals with whom communication is established and the organization has engaged with them directly in some form.
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Converting Leads
How Can I... Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be ...
Auto Response Rule for Web Forms
How Can I... Create Auto Response Rule Create Auto Response Rule Entry The Auto Response rule feature enables you to send automated emails when leads,contacts, cases or records for the custom modules are generated through web forms. When a lead is ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's development department and are useful in identifying potential donors. Collecting leads and managing them ...
How can I view contact information?
You can view all the contact information by clicking on the specific Contact Name under the Contacts tab. The Contact Details Layout gives you a 360 degree view of the contact information.
Creating Contacts
In Nonprofit Vertical CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data from ...