Lead
A lead is a person or company that has shown interest in a product or service but has not bought yet.
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Explanation
Someone becomes a lead by filling in a website form, signing up for a newsletter or calling with a question. A lead is not yet a customer: the job is to find out whether there is a real intention to buy.
Leads are worth tagging by source and following up quickly: an enquiry left waiting rarely becomes a sale.
How HelloTeam does it
In HelloTeam a contact's status is lead, prospect, customer or inactive. Website forms, shop orders and lead ads create contacts on their own, and an assignment rota (round robin) can hand them to colleagues.
Module: Forms (€4.90 / month).