When should I create a Lead in CMap?

Leads are typically early opportunities when there isn't a need to scope or cost the project and provide a quote / proposal to the client. By creating a Lead in CMap, you will be able to add Activities to a Lead, track their conversion rate, and monitor your sales pipeline from an earlier stage.

Leads are typically early opportunities when there isn't a need to scope or cost the project and provide a quote / proposal to the client. By creating a Lead in CMap, you will be able to add Activities to a Lead, track their conversion rate, and monitor your sales pipeline from an earlier stage.

Learn more: Want to learn more... here's an article on Creating Leads.

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