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What are 'Individuals' and what are 'Leads'?
What are 'Individuals' and what are 'Leads'?
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Written by Support
Updated over a week ago

Individuals in your CRM are comprised of all your contacts. Leads are individuals that have been assigned a Lead Source. If you don't know the correct Lead Source you can still mark an Individual as a Lead by choosing the Lead Source 'Unspecified'.

If you remove the Lead Source from a lead it will remain as an individual.

Leads appear on most Dashboards with the most recently created at the top. They also appear in the leads section of the app.

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