
Vital CRM
Difference between Leads and Opportunities
For example, when organizing events or conducting business visits, you may come across customers who are interested in your products or have exchanged business cards during the event. In such cases, you can use Leads to indicate potential opportunities. Once you have a clear understanding of their needs, you can further qualify them and convert them into actual business Opportunities. Your sales team can then intensively follow up with these opportunities until a successful order is placed.
For instance, when engaging in prospecting activities, you can utilize Leads.
https://faq.vitalyun.com/EN/CRM#4481