Please explain typical progress through espo categories

[Todd7]

I am trying to figure out an efficient workflow using espo.

So I want to do direct mail to people. Will their information start out as a Lead?

When they contact me then do they become an Opportunity?

Then when they agree to do business with me, do they then become a Contact assigned to an Account?

Just trying to wrap my head around the basics. Thank you for your assistance.

[tanya]

Hi
You want to do direct mail to people. Their information starts out as a Lead
When they contact you and agree to do business with you, they become a Contact assigned to an Account with some Opportunity (or without)
Opportunity can be related only with Contacts (not with Leads)

[Todd7]

Thank you for explaining.