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A lead represents unqualified information that you have received from, for example, your corporate Web site, trade shows, and purchased mailing lists.
A lead exists outside of the context of a person or company. This is to prevent the system from becoming overloaded with thousands of unclean, unqualified companies and people.
Company and Person records are created only once the lead has been fully qualified and is ready to be converted to an opportunity. If the company and person already exist in your system, you can match them to the lead details.
To import leads (for example, from purchased lists of data), you must have System Administrator rights to carry out a data upload. Please ask your System Administrator for more information.
See Also:
Sage CRM user assistance PDFs
