Lead Conversion

Created by Binita Goswami, Modified on Fri, 20 Sep at 11:48 AM by Binita Goswami

Once a lead is created you can convert the lead to an opportunity from the lead listing page itself.

Here is a reference video:

Follow these steps to convert a lead to a customer.

Click on Leads. Upon clicking at the rightmost column you will find various action buttons click on Convert.

Clicking on the “Convert Lead” option will further give you 4 options as shown in the screenshot below:

On converting the lead to Customer, it will move to a list of Customers List.
On selecting "Convert to Customer & Create Opportunity", it will get added to the Customers list and an Opportunity will be created.
On selecting "Convert to Customer & Create Quotation", the lead will get added as a Customer and you can simultaneously create a quotation for that customer and Save.
On selecting "Convert to Customer & Create Job", the lead will get added as a Customer and you can simultaneously create a job for that customer and Save.