Leads & Opportunities

Leads and Opportunities let you track business development before anything becomes official, without cluttering your database with unverified information.

A Lead is a person you're pursuing but don't yet have reliable details for, such as someone you're calling to try to reach. Once you decide to work with them, you can convert the Lead to a Contact or Candidate.

An Opportunity is a potential Job, such as a client who mentions a hiring need several months away. You track it in the pipeline, then convert it to a Job once it's confirmed, or close it if it isn't.

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