What happens to the lead count on reports and KPIs when a lead is converted into a prospect?

Disable ads (and more) with a premium pass for a one time $4.99 payment

Study for the Netsuite Foundation Process Flow Test. Use flashcards and multiple choice questions, each with hints and explanations to help you master the content and succeed in your test!

When a lead is converted into a prospect, the lead's information is not simply removed or archived; instead, it continues to exist within the system to maintain historical data integrity. The process of conversion typically involves moving the record to a different category without losing its previous status. This means that both the lead and prospect counts can exist simultaneously within reports and key performance indicators (KPIs).

The correct understanding is that the lead count remains in the system, and when it is counted as a prospect, it might also consider it in the lead count, which can create a scenario where it appears as if there is a double count. This is particularly relevant for metrics that are aggregated from various stages of the sales process. Therefore, understanding the flow of leads to prospects is important in accurately interpreting these reports and their impact on sales strategy and forecasting.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy