Lead vs Contact

Neil Schneider_38553
edited July 28 in Lead Generation #1

I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation:

  1. Affect the way I use Pipedrive?
  2. The way I enter or upload my contacts.
  3. The way I use customize fields.
  4. Other functionality I am not thinking of.

Thank you very much. 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    @Neil Schneider - At this point, if the volume of leads is manageable I would advise staying away from Leads.

    You can mimic the Leads functionality by creating a 'Leads' Pipeline under Deal.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited January 10 #3

    @Neil Schneider - At this point, if the volume of leads is manageable I would advise staying away from Leads.

    You can mimic the Leads functionality by creating a 'Leads' Pipeline under Deal.

    +1 on managing it in Deals 

  • Neil Schneider_39117
    edited February 25 #4

    I appreciate the comments. But what is the difference? Can you elaborate on why to stay away from leads?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2021 #5

    I appreciate the comments. But what is the difference? Can you elaborate on why to stay away from leads?

    Hi @Neil Schneider ! I this this article from our Knowledge Base will help you: Leads vs Deals.

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic.

     

  • Denny Reinert_12110
    edited June 16 #6

    @Neil Schneider IMO, unless you are using other Leadbooster functionality, I wouldn't bother with the Leads Inbox and just enter any new leads under a new Person. That way you can create your own filters to keep lists of where leads are coming from. The thing I find confusing is why the leads inbox doesn't allow custom filtering.  Any leads in Leads Inbox are also a Person in PD, so they are basically duplicated. Seems to me they should be separate and you should be able to convert that lead to a Person instead of just a deal. Unless I'm missing something here.....

  • Ayesha_87310
    Ayesha_87310 Posts: 2
    edited July 6 #7

    But I am also not clear on this topic . I added contacts in pipedrive now should I do the same for the leads . I know leads convert deals . Plz elaborate 

  • Philip Willems
    Philip Willems Posts: 7
    Name Dropper First Comment Photogenic
    edited November 10 #8

    @Neil Schneider_39117 @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

    Has this ever lead to a proper ah-ah or ow-moment?

    So, my business is b2b.Simplifying: When I go to contacts, there is always this 'next need to do date'. When I go to leads & deals: there are both 'need to do dates' for both the organisation and the person. So I have actually three follow-up moments and two are related to the deal + person and one has to do with the contact? That double the amount of contacts towards the original person, if that one is also the deal person. It would be rather nice if I only have one or two 'next need to dates' in the leads section, and then just keep my contacts page to be nurtured as it is (without having all these need to fields). The question that I have (and that I think was asked before since 2021): can the contact page 'need to dates' be switched off?

    Thank you so much for answering or providing a solution!