Interactive Contact Record For Free

Essentially, Salesforce Leads represent any individual or company entering your CRM but not ready for the sales discussion. On the other hand, a Contact is an individual who has been qualified and converted from a Lead to a Contact in Salesforce to pursue a sales opportunity.

This records the network of contacts within your database. For example, perhaps you have an organization contact in your database, as well as some individuals who work at that organization.

What Is a Contact Record? In a Salesforce org, every contact (person) has an individual listing that contains the details about the contact and the associated relationships. Contacts can be associated with accounts (businesses), opportunities (deals in progress), cases, and more.

Contacts in Salesforce store an individual's demographic information, such as phone numbers and email addresses, and are linked to accounts. If a contact is not linked to an account then it is a ?private? contact and only viewable by the contact owner or Salesforce administrator.

Accounts are companies that you're doing business with, and contacts are the people who work for them.

The relationship rules are still simple. Every contact needs to be directly associated with an account. This is the account that appears in Account Name and is usually the company the contact is most closely associated with. Any other accounts associated with the contact represent indirect relationships.

Lead: A new individual or business entity that has entered your database. A raw prospect that you haven't sold to in the past. Your representatives must qualify and vet them before they can move further. Contact: Specifically, in an individual whose contact information is in your database and has been qualified.