Leads is the top of the funnel: a name and a signal, not yet a pipeline row. Scoring and assignment decide who owns the first conversation. When the lead is real, it becomes a contact and an opportunity without being retyped.
What you can do
- 01
In from every door
Web, events, partners and a form on a phone all create the same kind of lead, in one list.
- 02
Someone owns it
Assignment is a person, not a shared inbox. A lead that nobody owns is a lead you will lose.
- 03
Promote, do not copy
When they are ready, they become a contact and a deal. The history of how they arrived stays with them.