What is the difference between a Lead and an Opportunity?

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• What is the difference between a Lead and an Opportunity?

  Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...

• What is the difference between the Leads in the Directory and the Leads module?

  Leads in the Directory and the Leads in the module are one and the same. The only difference if at all is in how the Leads are displayed. In the Leads module, you can see it differently. If you add a Lead to the Directory, it will also show in the ...

• How to Convert a Lead to a Customer?

  Converting a Lead to a Customer has never been easier, go to: Menu > Directory > Leads > Select a lead > Contact Tab > Action Button > Select from Dropdown Convert to Customer

• How do I convert an opportunity into a Project?

  To convert an Opportunity into a Project, go to the Menu and select Opportunities and in the list view, choose the Opportunity you would like to convert. Once inside the Opportunity preview, scroll down to the bottom right to the Actions drop down ...

• Can I keep the opportunity details after creating an estimate?

  Yes, All your Opportunity Details will remain after creating a Project.