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CRM Lead Overview

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🎯 Lead / Opportunity

A lead represents a potential customer interested in your products or services.

Lead vs Opportunity

  • Lead - Initial contact, not yet qualified
  • Opportunity - Qualified prospect with revenue potential

Key Actions

  • Convert - Turn lead into opportunity
  • Log Activity - Record calls, emails, meetings
  • Mark Won/Lost - Close the deal

🇲🇿 Um lead representa um potencial cliente interessado nos seus produtos ou serviços.

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