Leads

A lead is a record of a contact’s expression of interest in something you are selling, and a way for your marketing and sales team to manage the sales process, one step at a time. They can be as small and simple, or large and detailed as you like. Contacts can have more than one lead to reflect where a company or student may wish to express interest in multiple enrolments or products.

Leads must be linked with a contact record, but can also be linked with courses and products through a relation, sites and documents.

Leads can also be linked with one or multiple quotes.