CRM 101 Leads vs Opportunities What's the Difference

Mariam explains the difference between a lead and an opportunity in CRM.

Please support our content by liking and subscribing!

🚀 Ready for CRM? Sign up for our FREE implementation program for Microsoft Dynamics 365 (a $7500 value):

🔥 Looking for a Powerful, Easy, and Affordable version of CRM that integrates tightly with your Outlook, Teams, Sharepoint, Excel, and Word? Look here:

🎓 Want dedicated access to our Microsoft Dynamics 365 CRM experts to ensure your long-term success with CRM? Find out more about our OnTrack Virtual CRM Coworker Membership:

========================

Connect with us for successful CRM adoption:

========================

This video features:
- Mariam Florio

This video and its music were created by Gordon Vanguard for Azamba

[RichiRicheh]

Brilliant video. One question/takeaway. In many CRM's the structure is as follows: Contact Record is a hub. That contact record may or may not be lead. Post "promotion" which in most systems simply means that the contact record has an associated record in the opportunities table or client/donor table. A lead may or may not convert to a customer. the way this way explained you'd be creating a customer/client record prior to a contact actually becoming a customer.

[nuzhatkhan]

Very clear and precise explanation, thanks!