
Episode 12: CRM 101
Decoding Sales
00:00
What's the Difference Between Leads and Opportunities?
The data around the lead still exists. So you can only search for it. And then you can see certain things from the lead also migrate over so the source like obviously the title company size, but it just gets tracked in a different pipeline if that makes sense. Usually what happens is an account also gets created in conjunction with opportunity and usually the count and opportunity are different. An opportunity is a very point in time deal and a company can always upsell. You could always have a different opportunity a year from now.
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