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