What is a Lead vs a Contact?

Leads are clients that:

• Come through via ads (PPC)
• Are pulled in from a lead parse email that was set up with a third party, such as Zillow or Realtor
• Signed up themselves on your website
• Filled out the "Contact" form on your website
• Filled out the "Get in touch" form for a listing on your website
• Called or texted your VOIP number
• Were entered into the CRM manually and had a "Source" entered
• Were imported with a CSV file and had a "Source" entered

Contacts are clients that were:

• Migrated over from your Listingbook account
• Imported via email (one-time client import or email sync)
• Entered into the CRM manually and had the "Source" field left blank
• Imported with a CSV file and had the "Source" left blank
• Edited to have a "Source" of "Manually Created"

Want to see all clients, regardless of if they are a lead or contact? Simply click the "CLIENTS" link, in the left-hand side navigation, to see all of your clients.