In the Elevate CRM platform, it's essential to distinguish between "Leads" and "Contacts" to effectively manage your client relationships. Here's an overview of the key differences between the two:
Leads:
Leads are potential clients who:
- Arrive through pay-per-click (PPC) ads
- Are obtained from lead parse emails set up with third-party platforms like Zillow or Realtor
- Register themselves on your website
- Complete the "Contact" form on your website
- Fill out the "Get in touch" form for a listing on your website
- Call or text your VOIP number
- Are manually entered into the CRM with a "Source" specified
- Are imported via a CSV file with a "Source" specified
Contacts:
Contacts are clients who:
- Are imported through email (one-time client import or email sync)
- Are manually entered into the CRM with the "Source" field left blank
- Are imported via a CSV file with the "Source" left blank
- Have a "Source" edited to "Manually Created"
To view all clients, regardless of whether they are leads or contacts, click the "CLIENTS" link in the left-hand side navigation to see your complete list. This comprehensive view allows you to manage and monitor all your clients in one place.