How it works
Leads Management
In Intimate CRM the database contains a table for Leads. Leads are generally classified as UNQUALIFED
contacts. You purchase a list or you get a list from a trade show. This list contains hundreds of people who
no one at your company has had any contact with. This is what would truly be classified as a lead.
Once a call is made and the lead is qualified you would then "Convert" them to a regular Account record/
Contact record in Intimate CRM system. Leads is a place to insert all people’s contact, which these
people may become your potential customer in the future.