Separate an Instagram Contact From a Sales Opportunity

Choose a qualification rule suited to the offer, such as a relevant need plus an agreed next step. Keep the source event visible. Do not require unnecessary personal data simply to make the record look complete.

1. 1Step 1Define contact, qualified inquiry and opportunity separately.
2. 2Step 2Record the evidence that moves a record forward.
3. 3Step 3Keep rejected or incomplete cases distinguishable in reporting.

A person who requests a free checklist is a contact. A person who explains a suitable project and requests a proposal may be an opportunity under the team's documented rule.

Do not relabel AP3K's captured leads as closed sales. Delivery and interaction counts are useful, but they represent different stages.

Deliver the item promised in the Instagram post before adding unrelated friction. AP3K can respond to an eligible comment with a configured public reply, DM or both, and keep the interaction visible for follow-up. Further qualification can happen through the supported inbox workflow or your own destination form. Do not describe an unimplemented CRM, branching questionnaire or off-site conversion integration as a native feature.

Measure conversion between defined stages and reasons for rejection. Stable definitions make month-to-month comparison more meaningful.

• The first response fulfills the original request.
• Qualification questions support a real next decision.
• The team distinguishes a recorded contact from a qualified opportunity.

Use the next guide for a related decision, or browse the topic library to choose a different workflow.