Leads, Prospects, Contacts, Clients and Me

Leads, Prospects, Contacts, Clients and Me

I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...?

Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in social media that have not yet expressed an interest.

Prospect - Someone that has responded to a contact and expressed interest in what I do. On a faster drip.

Client - has hired me for a job.

I interpreted Zoho to mean my Leads are still leads, my Prospects and Clients are now Contacts. Right now, I created deals for Clients so that I could differentiate between Clients and Prospects. 

Is this the best way to implement this in Zoho? My product is myself - I am a voice over talent - so lead time between touching a potential client can be long - as in years - until they have a project needing my type of voice. I'm trying to figure out how to differentiate when to contact who for what kind of VO job, etc.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方