Contacts and leads, one record and two lists

Everyone you add is one contact record. Leads are the contacts you are still working to win, and they also show on the Leads list.

A lead is a contact you are still working to win. There is only one record per person, and Contacts and Leads are two views of the same people.

Who shows where

• Contacts lists everyone you have added: past clients, your sphere, active leads and current clients.
• Leads lists active leads who don’t have a deal yet. As soon as someone has a deal, they are a client and leave Leads. They stay on Contacts, where their stage badge shows the deal.
• Today only follows up on active leads and clients. A contact who isn’t a lead doesn’t appear there unless they have a task due today or overdue.

How someone becomes a lead

Someone is an active lead when:

• you add them on the Lead tab of Quick add, or with Add lead on Leads
• you import them from Leads (see Import into Contacts or Leads)
• they are new to Relivo and come in through a lead form or a webhook, or send an inquiry from a property microsite
• you choose Convert to active lead on their record
• you add a deal for them

Someone stays a plain contact when you add them on the Contact tab, import them from Contacts, or bring them across from Follow Up Boss in a stage you mapped to Contact only, not a lead.