Leads
A lead is a person or company that might buy. New leads arrive — from a channel conversation, or entered by your team — and get an owner. Follow-ups run on schedule, not on memory.
Opportunities and deals
When a lead shows real intent, it becomes an opportunity with a value and a stage. Active opportunities are deals in motion: every stage change is recorded, and the pipeline shows where things stand.
After the win
A won deal connects to the rest of the platform: the quote that closed it, the invoice that follows, the payments that arrive. Nothing is re-typed anywhere.