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Lead vs Prospect vs Opportunity

These three words describe the same person at increasingly qualified stages of a sales process. Mixing them up inflates the pipeline with people who are not actually close to buying.

Lead, Definition:

Anyone who showed initial interest

Prospect, Definition:

A lead confirmed to fit your target customer profile

Opportunity, Definition:

A prospect with an active, budgeted need being actively pursued

Lead, Sales involvement:

None yet, often marketing-owned

Prospect, Sales involvement:

Early qualifying conversations

Opportunity, Sales involvement:

Active negotiation toward a close

Lead, Typical next step:

Qualification call

Prospect, Typical next step:

Needs assessment

Opportunity, Typical next step:

Proposal or contract

DefinitionAnyone who showed initial interestA lead confirmed to fit your target customer profileA prospect with an active, budgeted need being actively pursued
Sales involvementNone yet, often marketing-ownedEarly qualifying conversationsActive negotiation toward a close
Typical next stepQualification callNeeds assessmentProposal or contract