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Leads, Contacts, & Orders: What Is The Difference?

Contacts:

A combination of 3 attributes create a unique contact record:

  1. First name
  2. Last name
  3. Email address

Although more information can be included in a contact record, these three attributes are required to create a new/additional contact in your database.

Contact records are created in two ways:

  1. Contact records are manually uploaded contacts to your CrowdFiber platform (via a CSV import).
  2. A user adds their contact information to the Contact Info panel in your registration process and clicks the Next button on your Contact Info panel. A registration process does not need to be completed for a contact record to be created.

Any time a contact import is done or a new user inputs contact information, the platform will check to determine if the first name/last name/email address that's been entered match with an existing contact record.

  • If so, the existing record will be updated with any new information.
  • If not, a new contact record is created. This prevents the creation of duplicate contact records for an individual.

Leads:

A prospect / customer search of an address.

Once an address is searched via your CrowdFiber Home Page or the CrowdFiber Search Widget that is embedded into your proprietary website, a lead record is created. Note that no registration steps need to be completed beyond an address search for a lead record to be created. A contact record is not required to create a lead record.

Unlike contact records, many lead records can be associated with an address.  A new lead record is created every time an address is searched, regardless of the registration steps completed or information gathered after an address is searched. Each lead record, unique or duplicate to that searched address, aggregates all data provided by a registrant during a single registration process.

There can be multiple unique lead records that include an identical address, contact, survey, and product selection information.  CrowdFiber stores the data associated with every address search into perpetuity.

  • After a registration process is completed a lead record is still active for a contact who completed this registration (i.e., a lead record is not deleted from your database when an order is completed).
  • By default, duplicate lead records as well as lead records that have completed orders are excluded from the initial display of leads on your Leads page.

Total Leads = total address searches

Total address searches include all unique and duplicate address searches, all partially completed registrations, and all fully completed registrations.

Orders:

A new order record is created every time a user clicks the Complete Process button located on the Submit panel of your registration process.

  • There can be multiple unique order records that include a duplicate address, contact, survey answers, and product selections.
  • While duplicate orders often exist, it is essential to review all duplicate order records as seemingly duplicate orders may include different survey responses and product selections.