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Leads in Sage CRM – What does it mean?

The expression ‘Lead’ means different things to different people, sometimes it is used to label a company (or person) and other times is it used to describe the early stage of a Sales opportunity. 

Within the Sage CRM application, the expression Lead is used to define unqualified data that needs to be qualified. I have had this conversation 100s of times, and it can still be complicated. My long-winded video below breaks it down for you.

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Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM.  For example your opportunity descriptions. So, instead of having multiple

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