Navigation:  5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Leads

 

A lead is a potential customer. This system enables you to create and manage leads. As you utilise leads, you can convert them to other types of records like opportunity, contact or company.

 

You can create leads in two ways:

 

 

Once you've created a lead, you can use it later for these three record types: