Lead vs. Account

A lead is a potential customer who has shown some interest but has not yet been qualified — early stage, may not have a clear need yet, needs nurturing, follow-up, may or may not convert.

Think of it as:

“Someone who might buy from us.”

Examples for Sunlight Air:

A travel agent you met at a trade show but haven’t booked with yet
A corporate travel planner who downloaded your brochure
A walk-in customer who asked about charter pricing
A Facebook inquiry asking about your Siquijor route </aside>

An account is a qualified business or individual that is already a customer, or has a clearly defined relationship with you — long-term or ongoing potential, has booked before or is actively considering it, usually associated with multiple sales opportunities, managed by a designated sales agent (key account handling).

Think of it as:

“Someone we have an established or ongoing relationship with.”

Examples for Sunlight Air:

A TA who has booked multiple flights over the past year
A company with a signed agreement for group travel
A wedding coordinator who regularly refers clients to you
An agency that booked a Siargao summer package last month </aside>

Quick actions ⚡

Database

CRM

Client Database

Outstanding Balance

Needs attention

Below are all leads or accounts that need attention.

→ Leads that are lost and for re-engagement within this week will appear here.

→ Accounts that are Dormant, At Risk or Churned and where was before today will also appear here.

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Leads, Accounts

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