Difference Between Lead & Deal
1.1 Comparison
Lead — Deal
Initial inquiry — Serious opportunity
Unqualified — Qualified
Early stage — Revenue stage
Can be converted — Represents expected revenue
Flow:
Lead → Convert → Deal → Order → Invoice
Common Mistakes
- Too many deal stages
- No clear stage definition
- Not using recurring
- No colour structure
Final Checklist
- Custom fields created
- Pipeline stages finalized
- Stage colours set
- Recurring enabled (if needed)
- Team trained on stage usage
What Deal Settings Directly Control
Deal Settings directly control:
- Revenue visibility
- Sales forecasting
- Conversion ratio
- Branch-wise performance
