After series of nurturing and communication, there comes a point when the lead finally makes the purchase. At this juncture, you can convert the lead into account, contact and deal straight away from the leads section itself. On conversion, all the lead details are automatically transferred into the account, contact and deal section, saving you from the hassle of doing any manual updating.
- To convert a lead, click the three dots before the lead’s name on the lead listing page, and then select Convert.
Note:- You get the option of Convert in the Lead Details Page too. Click on Action drop down and select the option Convert there.
Post clicking on Convert option, a section will pop up:-
- Copy: Select the checkbox to copy the library and history.
- Create Contact: Select the checkbox to create a contact from the lead.
- Create Deals: Select the checkbox to create a deal from the lead.
- Comment: Add a comment related to the lead conversion.
- Convert: Click the blue Convert button to complete the process, or click Cancel to stop.
- Go to Full Convert: For a more detailed conversion, click Full Convert to access a longer form.
Accounts: Fill the Account related information under this section.
Contacts: Click on Contacts to fill the Contacts related information.
Deals: Click on Deal to fill the Deal related information.
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