ROLES: Lead, Prospect & Client


Contacts can be divided into three basic types: Leads, Prospects, and Clients. 

What do these Roles mean?

The 'role' of a Contact indicates they currently are in your “sales funnel”.
LEAD: A Lead would be a potential client who you’ve met and exchanged contact information with, but there are currently no “concrete” business plans in the works. Additionally, Leads do not have login credentials for your SuiteDash portal. 
PROSPECT: The next step after “Lead” would be “Prospect”. A Prospect has been moved one step further in your sales funnel, and is essentially a Lead who also has the ability to login to your SuiteDash account. This additional level allows you to share private sales and promotional material, private messages, estimates/proposals & other resources that might be appropriate at this stage.
CLIENT: When the Contact reaches the point of actually doing business with you, the Prospect can then be converted to a “Client”. After a Contact's role is established as 'Client', they can be sent Estimates and Invoices, and be assigned to Projects.

Moving through the Sales Funnel

CONVERTING A LEAD: After you've had some interactions with a Lead, and they've shown promise, or maybe even confirmed that they'll start doing business with you, you would want to move them to another Role. Use the Options menu to convert the Lead to either a Prospect or a Client.
CONVERTING A PROSPECT: You've been successful with a Prospect, and they've confirmed that they'll start doing business with you, you would want to convert the Prospect to a Client. Use the Options menu to convert the Prospect to a Client.

IMPORTANT: You are not able to change a Client back into a Prospect or a Lead. Also, you cannot change a Prospect to a Lead. The role changes are limited to one direction: Lead > Prospect > Client. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us