How to convert a Lead to an Opportunity?

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:48 AM by Binita Goswami

Here is a reference video:



  • Tap on More at lower panel of mobile app

  • Tap on Lead

  • Tap on Covert button at the respected lead from the list

  • It will open up a popup with multiple option like Convert to Customer, Convert to customer & Create Opportunity, Convert to Customer & Create Quotation and Convert to Customer & Create Job

  • Select Convert to Customer & Create Opportunity

       


  • Fillup the required opportunity data and submit

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