A Lead in ShareBuilder CRM is a potential sales opportunity, either an individual or business, that has expressed interest in your services but hasn’t yet been fully qualified as an account.
Leads are not yet assigned to your active account list.
They help you track early-stage prospects before formal account creation.
Any Seller can add a Lead - encouraging outreach and growth.
Adding Leads helps you:
Stay organized – Keep prospecting efforts separate from live accounts.
Build pipeline – Create opportunities sooner, and move faster when interest becomes real.
Maintain cleaner data – Avoid bloating your account list with unqualified contacts.
Collaborate better – Managers and assistants can see your lead activity and support follow-up.
By encouraging Sellers to take initiative and log potential business, Leads support revenue growth from the ground up.
