On the extreme right we will see icon beside the lead column. Clicking on the icon we will get 3 options.
Clicking on the “convert lead” option will show the below screenshot from where we can fill details and convert the lead to opportunity. We have to click on convert to complete the process
On converting the lead to opportunity, it will move to a list of opportunities.
You can also click on the “details” tab to view all the information of the particular lead you select. You can also click the “convert” button on the top right corner to convert lead to opportunity. Clicking on convert will take you to the screen shown in the screenshot above.
If there is a need to edit any information about the lead then you can click on edit and make the changes required. Then we can save the lead from the save button on the top right corner. You also have a save button at the end of the lead filling form.
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