Utility of having leads AND contacts

I’m wondering about the utility of maintaining both leads and contacts.

Up until now the system had 2 modules leads and contacts (contacts essentially being a copy of a lead that has converted), but I’m starting to doubt that we really need this. Leads module already has a built-in field “converted” to indicate that the person made a purchase.

Anyways, I guess it would really depend on the individual setup, but I just wanted to see what other people think. For example wondering how many people use “leads” only and are okey with it.

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0 Romney Lai over 4 years ago

I think it depends on the kind of organisation it is and its business processes. For example, if an organisation has a dedicated Lead Generation team which finds and qualifies leads, then it makes sense to use both Leads and Contacts.
However, I have seen organisations using Contacts only but not just Leads. Hope that helps.
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0 Romney Lai over 4 years ago

I think it depends on the kind of organisation it is and its business processes. For example, if an organisation has a dedicated Lead Generation team which finds and qualifies leads, then it makes sense to use both Leads and Contacts.
However, I have seen organisations using Contacts only but not just Leads. Hope that helps.
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