What is the process of moving leads to clients?

Typically, companies get leads from various sources and if they get qualified, they are converted into prospects. The companies run campaigns and promotions to win business from the prospects by creating various opportunities. If these opportunities are won, the prospects are converted into clients and the opportunities are converted into projects. Business can be won from existing clients also. In that case, only new projects are created.

The following flowchart displays the workflow companies can follow when moving a lead to a client in Core CRM:

Leads_Workflow_CRM.jpg

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