Reesio Support Center

The Difference Between Contacts In Your Address Book And Leads

Last Updated: Mar 08, 2015 05:58PM PDT
Before reading the rest of the support articles on Reesio's CRM product, it's probably best to first become familiar with how Reesio differentiates between what Contacts in your "Address Book" page and Leads are. Reesio separates out both of these features within our CRM product, although as you'll see below, you can link Contacts from your Address Book to Leads and vice versa. Here are the differences between Contacts in your Address Book and Leads:

Contacts in Address Book

Contacts within your Reesio Address Book are simply all of people that you may ever interact with during the course of your job. While your Contacts list might of course include the names and contact info of your clients, it also can include the names and contact info of third parties like escrow officers, home inspectors, etc., as well as names and contact info of vendors that you work with like your accountant, attorney, etc. You should NOT use the Address Book page to manage deal opportunitiesalthough you can certainly associate Contacts in your Address Book with Leads and vice versa.

Leads

On the other hand, the Leads section of Reesio's CRM product is the place to manage all of the opportunities where you can make money from deals/clients. Leads are the core of the CRM product and are what most people think of when they think of managing tasks, activities, etc. related to potential deals that they have. The Leads section is the only place where you can add processes, tasks, milestones, activities, email communication, etc. for deal opportunities that you have. In fact, once you upload your Contacts list the first time, you'll probably spend most of your time from that point on within the Leads section of Reesio's CRM product (especially because you can create new Contacts within a Lead).
support@reesio.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete