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Difference between Leads, Opportunities and Contacts
Difference between Leads, Opportunities and Contacts

Understanding the distinctions between leads, opportunities, and contacts is pivotal for effective customer relationship management.

Updated over a week ago


The  Sales or CRM module in Recruitly is designed to facilitate the creation, follow-up, and management of all your business contacts. This module is organized into Leads, Opportunities, Contacts, and Companies.

Let's explore the distinctions:

1. Lead:

A lead could be any person with whom you would potentially do business. You could add Leads via LinkedIn using Recruitly's Chrome Extension or add them manually by clicking the 'New' button if you've come across them via another forum.


Once you've added a Lead into Recruitly, you could then get in touch with them, follow up with them and track conversations with them.


If a Lead is responsive and has gotten back in touch with you regarding an opportunity, this would be the perfect time to convert them into an 'Opportunity'. On conversion, the Lead would move to the Contacts section and the company that they work in would be saved in Companies.

2. Opportunity:

An Opportunity in Recruitly would ideally be a potential job that you are discussing with an existing/potential Client.


You could either convert a Lead into an Opportunity and from then on track their progress and convert them into a Job, or, you could add an Opportunity via the 'New' button if an already existing client has provided you with one. On signing a contact or agreeing to one with your client, you would  convert opportunities to jobs.

3. Contacts:

Within Recruitly, a Contact would ideally be the person you're doing business with. You can assign each Contact to a job and share candidate CVs with this person. When converting an Opportunity to a Job or a Lead to an Opportunity, the individual you're corresponding with will be saved as the Contact within their respective company.


Apart from this, you could always store previously placed Candidates as Contacts in their new Company. You could also store any person your business talks to regularly, as a Contact.

Note:

You can always store previously placed Candidates as Contacts in their new Company. You could also store any person your business talks to regularly, as a Contact.

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