Leads vs Contacts (and where Deals fit)

Leads are new opportunities; Contacts are your directory; Deals are pipeline revenue.

Overview

LeadLock uses three ideas consistently: **Leads** for new or inbound interest, **Contacts** for people and businesses you already track long-term, and **Deals** for opportunities moving through the **Pipeline** (stages like estimate → quote → won).

Quick definitions

  1. 1

    **Leads** — first touch from forms, chat, SMS, calls, webhooks, or manual entry. Work them from the Leads list and timeline.

  2. 2

    **Contacts** — CRM directory records (rolodex). Convert a lead to a contact when they become a lasting relationship.

  3. 3

    **Deals** — revenue opportunities on the Pipeline, often linked to a lead and/or contact and optionally a quote.