AB Sales is built around one simple idea: a lead moves forward through your pipeline based on what you add to it. Add a contact and it becomes a Contact; add a deal and it becomes an Opportunity; win that deal and it becomes a Customer. Here's that flow, end to end.
1
Lead
A prospect you want to sell to.
Leads tab
2
Contact
A person added to the lead.
Contacts tab
3
Opportunity
A deal in progress on the lead.
Opportunities tab
4
Customer
A won account you now serve.
Customers tab“Research with AI” enriches a lead — it does not move it. That button fills in a lead's own details (company summary, website, suggested contacts). Your lead only advances to the Contact stage when you actually add a contact to it (next section). This is the single most common point of confusion.
How a lead moves forward
- Create a lead. Leads → New Lead. Enter a name and, ideally, a website.
- Add a contact → becomes a Contact. Open the lead → Contacts → + Add contact. The lead advances to the Contact stage and appears in the Contacts tab.
- Add an opportunity → becomes an Opportunity. On the lead → Opportunities → + Add opportunity. It advances to the Opportunity stage.
- Win & convert → becomes a Customer. Set the opportunity to Closed-Won, then Convert to Customer. A customer record is created and the lead is marked converted.
Quick reference
| Stage | What moves it here | Where it shows |
|---|---|---|
| Lead | Create a lead | Leads tab |
| Contact | Add a contact to the lead | Contacts tab |
| Opportunity | Add an opportunity to the lead | Opportunities tab |
| Customer | Win the deal → Convert to Customer | Customers tab |
New workspace? Every new AB Sales workspace starts with a few sample records (labelled “Sample —”) already placed at each stage, so you can see the whole funnel at a glance. They're safe to delete once you've looked around.