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Charles Solomon
What is the difference between a lead and an opportunity in SalesForce and how do leads and opps interact in SalesForce world?
What is the difference between a lead and an opportunity in SalesForce and how do leads and opps interact in SalesForce world?
For example: Visiting cards which you get on conference or trade show.
Leads converts into Contact and Account
Contact - Someone you have a business relationship with, someone you know. Possibly has bought from you in the past.
Account - A business entity. Contacts work for Accounts.
Opportunities - Sales events related to an Account and one or more Contacts.
Opportunity is when you had a discussion with a contact and you think yes there is some connection between your offerings to the person you talked with. You create an opportunity. Opportunity is basically putting together
You can not create an Opportunity without converting a lead into Account and Contact.
Hopefully this will help you. Let me knwo if you need some more help
I have a good idea about lead and opportunities.