01Definitions
| Term | Meaning | Example |
|---|---|---|
| Lead | Someone who showed interest but isn't qualified yet | Filled your website form |
| Prospect | A lead that fits your ideal customer and has been engaged | Had a first call, has a real need |
| Opportunity | A qualified prospect with a likely deal and value | Asked for a ₹2 lakh proposal |
02When one becomes the next
- A lead becomes a prospect when they fit your customer profile and respond.
- A prospect becomes an opportunity when there's a specific need, budget and timeline.
03In a CRM
Use a lifecycle stage on the contact (lead, prospect, customer) and create a deal when it becomes an opportunity. SuperForge contacts have lifecycle stages, and deals live in the pipeline.
04Questions
Is a lead the same as a prospect?
No. A lead has shown interest; a prospect is a lead you've qualified as a good fit.
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