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Hussein

I did not understand the clear meaning of a lead

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Alfredo Cano Villar
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A Lead is a potential client, but you must verify if it is suitable for you and your project. Let's go backwards, imagine that you sell products for dogs; calls a person who has a pet ... but it is a cat. Ok, it is not suitable for you; but in two months, call back ... if you have no records, this person will make your work senseless many times. Now, if the same person calls, but he bought a dog ... you can give him another deal since you know that he has communicated twice before ... "Hello X now if I can sell you!"

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Alexander Koltsov
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This is B2B approach for customer acquisition and selling products. You may use 'Leads' as unclassified customer's requests. When you 'classify' a customer you may convert it to Opportunity then.

https://erpixel.com/odoo-leads-opportunities/

For B2B business these are two separate processes: 

  • Lead Generation. Your marketing team is responsible for new customer's acquisition. But you can not be sure in quality of these leads. 
    You may control their job with some specific metrics: 
    - How many leads did you attract last month?
    - How many lead were converted or lost? 
    - What is the average time from Create Lead to Lead Conversion. 
    - Lost Reason Analysis.

  • Opportunity (Pipeline) Management. When you convert a Lead into Opportunity that means that customer is a potential buyer. 
    You may use another metrics for Pipeline Management: 
    - Current Month Pipeline Amount
    - Cohort Analysis
    - Lost Reason Analysis
    - Average time from Conversion to Won, etc.

Generally, I use Tableau for such metrics because it more flexible and clear for business users. You may try such integration also. https://erpixel.com/

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Technology Counter
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A lead is a potential customer, but you need to 
check that it is acceptable for you and your project. 
https://technologycounter.com/crm-software
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Noura Abdelnoor
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A lead is a potential customer may be client for you bussiness or not

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Ermin Trevisan
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https://thesalesblog.com/2015/05/26/identifying-leads-prospects-and-opportunities/

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CloudGO, CloudGO
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In CRM (Customer Relationship Management), the term "lead" refers to a potential customer or prospect who has shown some level of interest in a product or service offered by a business. It is typically the initial stage in the sales process, where a lead is identified and becomes a potential opportunity for conversion into a paying customer.

Leads can be generated through various channels such as website inquiries, social media interactions, trade shows, referrals, or marketing campaigns. Once a lead is captured, it is commonly entered into the CRM system, where relevant information about the lead is stored and tracked.

CRM platforms help businesses manage and nurture leads by organizing and prioritizing them based on their level of interest, engagement, and likelihood of conversion. The goal is to move the lead through the sales funnel, qualifying and nurturing them until they become qualified prospects and eventually customers. This process often involves lead scoring, lead qualification, and lead nurturing strategies to maximize the chances of converting leads into successful sales.

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