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.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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