How do you define a customer, potential contact, lead/contact or an unknown person?

How do you define a customer, potential contact, lead/contact or an unknown person?

Social media updates from your leads and contacts are filtered in the Social tab so that you can easily follow updates from people that matter to you. There are four categories - Customers, Potential Contacts, Leads/Contacts, and Unknown people.



Following are the conditions that determine who goes into which category.

  • Customers: Contacts with whom you have closed all potentials, with at least one potential being "Closed Won".
  • Potential Contacts: Contacts with whom you have at least one open potential.
  • Leads/Contacts: Leads are all the people in your Leads module.
  • "Contacts" here could be those with whom you have no potentials yet or you have potentials that are Closed Lost.
  • Unknown: These are people who are not in your CRM database. If you want to add them as a lead or contact, you can do so by pointing the mouse over an update by them and clicking the +Add button.

    • Related Articles

    • How can I add an unknown visitor as a lead?

      Log into your Zoho CRM account. Click the Social tab. In the Social page, go to “All” tab. On the extreme right, there is a stream of updates from unknown people. “Unknown” simply means that the users have not been added as leads or contacts in the ...

    • Lead Scoring

      Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...

    • Contact Scoring

      Contact Scoring is an effective way to manage and analyze your contacts, helping you discover quality contacts and giving you insights about their stage in the sales funnel. Contact scoring is all about giving scores to your email recipients based on ...

    • Lead Generation

      The key to generating leads is sharing interesting content, keeping your audience engaged, and listening carefully to what people are saying about your brand on social media, because that's where you will find a large number of your customers.   If ...

    • Sales process: Lead generation

      Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features  A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...