PipelineDeals Help Center
Contact vs Lead
People in PipelineDeals can be designated as contacts or leads.
Leads in PipelineDeals are most commonly classified as unqualified contacts that do not have a corresponding deal.
Contacts in PipelineDeals are qualified contacts that have a corresponding deal, or contacts that you have done business with in the past.
To convert leads to contacts in PipelineDeals, navigate to a person’s profile page and click on the text for Type on the person’s profile. Select the corresponding type for this person from the drop-down menu that appears.