Go to Layer Systems
All Collections
FAQ
Presales
What's the difference between a lead and an opportunity?

What's the difference between a lead and an opportunity?

The differences between these record types and details on their relationship to each other
R
Written by Raymond Carrel
Updated over a week ago

In The Layer, a lead record represents a potential customer. An opportunity represents a potential sale to either a lead or a customer.

If an opportunity results in a sale against a lead record this would result in the lead record converting to a customer record.

Lead opportunity flow

Customer opportunity flow

Viewing opportunities for a lead or customer

The Opportunities tab of a lead or customer record will detail any linked opportunities.

Did this answer your question?