We have a scenario where people try our product trial, but they are not ready to buy the product for some time - months or even a year or more. They go from a lead to a contact and once we determine that they are not a viable deal at the m

Modified on: Sun, 19 Apr, 2020 at 2:16 PM


Lead is an independent module which will contain information about the person, their company and the opportunity that we have on them. Whenever the lead shows enough potential, it can be qualified. In Freshsales, a lead can be qualified by converting it to a contact (which contains personal information), account(which contains company information) and deal(which contains opportunity information). 


Each of these three modules are dependent and the conversion marks a step forward in the sales process. This process cannot be reversed. Hence, a contact cannot be converted into a lead.



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We have a scenario where people try our product trial, but they are not ready to buy the product for some time - months or even a year or more. They go from a lead to a contact and once we determine that they are not a viable deal at the m

Modified on: Sun, 19 Apr, 2020 at 2:16 PM


Lead is an independent module which will contain information about the person, their company and the opportunity that we have on them. Whenever the lead shows enough potential, it can be qualified. In Freshsales, a lead can be qualified by converting it to a contact (which contains personal information), account(which contains company information) and deal(which contains opportunity information). 


Each of these three modules are dependent and the conversion marks a step forward in the sales process. This process cannot be reversed. Hence, a contact cannot be converted into a lead.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

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