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Guides on leads and CRM

Practical answers for anyone who sells: where leads get lost between the ad and the first call, how to split them between managers, which stages a pipeline needs and how to measure the cost of a lead and of a client.

All guides on this topic Found: 4

Guide

Duplicate contacts in a CRM: why they appear and how to merge them

Duplicates appear when the same person reaches you through several channels, is typed in with a different spelling or phone format, or arrives again in an import. Find them by matching phone numbers and emails written in one format, then similar names. Merge by choosing one main record, moving notes, tags, addresses and orders into it and removing the rest, and prevent new ones with one entry point and a search before creating a card.

7 min read

Short answer

What is the difference between a lead, a contact and a deal?

A lead is a request or sign of interest that nobody has checked yet. A contact is a real person you know and keep a lasting record of, usually linked to a company. A deal is one specific sales opportunity with a value, a stage and an owner. A lead is either converted or closed; a contact stays; a deal is won or lost, and one contact can have many deals over time.

3 min read

Related in OrgLines

CRM & Lead Center

OrgLines CRM collects leads from Meta lead forms, web forms and manual entry, qualifies them and turns them into contacts, organizations and deals — with an AI assistant.

Meta Lead Ads (Facebook & Instagram)

Connect Meta Lead Ads to OrgLines: new lead-form submissions from Facebook and Instagram arrive in the Lead Center instantly, next to campaign spend and cost per lead.

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