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Understanding leads, clients and orders

A lead represents potential business. A client represents the customer relationship. An order records a specific set of services agreed with that client.

5 min read

These records describe different parts of your work. Keeping them separate helps your team understand whether it is developing an enquiry, managing an established customer or delivering a particular order. In Motaded CRM, converting a lead creates the client and their first order together.

Who does what

  • Lead

    Holds a potential customer and the information gathered before conversion.

  • Client

    Holds the ongoing customer relationship.

  • Order

    Records a particular set of services and its commercial details for a client.

  • Service within an order

    Identifies a service included in that order, with the applicable price and currency information.

  • Task

    Records a specific action associated with the relevant lead or client.

In what order

  1. Record the enquiry as a lead

    After checking for an existing record, capture the potential customer and the information available about their needs.

  2. Develop the information

    Clarify the requested services and record the relevant follow-up. Keep uncertainty visible rather than presenting tentative details as agreed work.

  3. Prepare the first order

    When you are ready to convert, review the services to include and their price and currency information.

  4. Review the conversion

    Check the client information and first order together. Confirm that you are creating the intended relationship and order rather than duplicating an existing client.

  5. Continue through the client record

    Use the client for the ongoing relationship and the order for that specific agreed work. Further orders represent additional work for the client.

  6. Review remaining lead tasks

    Tasks created on the lead remain there after conversion. Check what still needs completion and use client tasks for new follow-up where appropriate.

Lead vs client

Lead

  • Represents potential business before conversion
  • Holds information gathered during qualification
  • Supports preparation and follow-up
  • Retains its existing tasks after conversion

Client

  • Represents the ongoing customer relationship
  • Is created with the first order during lead conversion
  • Can have further orders
  • Supports its own client-related tasks

Keep each kind of information in context

  • Who the customer is

    Maintain the identity and relationship information on the relevant lead or client.

    Lead / client

  • What they need

    Clarify the enquiry before treating requested work as an agreed order.

    Lead preparation / customer discussion

  • What was ordered

    Record the services included in the specific order.

    Order

  • Commercial details

    Review the prices and currency associated with the order’s services.

    Order service information

  • What happens next

    Use tasks for concrete follow-up actions.

    Lead / client tasks

  • Earlier context

    Review the available history and supporting records when checking how the relationship progressed.

    Relevant CRM records

Mistakes to avoid

  • Treating every enquiry as an established client relationship.
  • Treating a client record as a single order.
  • Converting a lead without preparing the first order.
  • Creating another client whenever an existing customer requests more work.
  • Assuming conversion transfers all lead tasks to the client.
  • Treating an order as proof of payment, an issued invoice or completed delivery.

FAQ

Not through the defined lead conversion flow. Conversion creates the client and their first order together.

Keep the relationship and the work connected

Explore how Motaded CRM organises potential customers, established clients and the orders behind your services.

Explore CRM