DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
DiMarAg Hub · Help
What do you want to do?
Learn a task step by step, explore a module, or find a quick answer below.
FAQ answers and step-by-step guides are available in English.
1 results
Frequently asked questions
FAQ-011What is the difference between a lead, a client, and a contact?Clients, leads and contacts · Agency and team
A lead is a sales opportunity still being managed in the sales pipeline. A client is an account for a person or business that can have services, invoices, and follow-up linked to it. A contact is a person associated with that account, with their own communication details. One business can have several contacts without creating several client accounts.
If a lead becomes a client, use the conversion action on the lead record instead of creating a duplicate account.
Open a direct link to this answer