Sell terminology

Important Sell terminology relates to leads, contacts, and opportunities (see Understanding Leads, Contacts, and Opportunities in Sell). Use the glossary below to understand the relationship and meanings of this terminology.

Contact
The contact can be a person or company. The person and company contact can be linked so you can see who works at a particular company. A contact can be associated with one or more opportunities.
Client
When an opportunity is won, the contact associated with it is classified as a customer. A customer can become a past customer if manually defined by a Sell user.
Opportunity
An opportunity or lead is the entity that you track along your sales pipeline. An opportunity can have one or more contacts (see Prospect).
Interaction
Interact with prospects with a personalized contact by creating an automated email sequence (see Setting Up Email Sequences in Sell and Sending an Email Sequence to Leads in Sell).
Enrichment
It's building complete profiles of leads or contacts and replacing outdated information with up-to-date and relevant contact information (see Using Reach for enrichment).
lead
A lead is a person or company that has never worked with your organization. When qualified, a lead is converted into a contact.
Potential client
A lead is a contact with an active opportunity. If an opportunity's stage changes to lost or disqualified, the lead becomes a lost lead.

The following diagram shows the progression in the Sell from lead to customer: