Convert a Lead to Opportunity

Created by Binita Goswami, Modified on Fri, 21 Nov at 7:39 PM by Binita Goswami

In DreamzFSM, opportunities in field sales represent qualified leads that have progressed to a stage where there is a real chance of closing a sale. They are crucial because they allow sales teams to focus on prospects with higher potential, prioritize resources, and efficiently manage the sales pipeline, ultimately improving conversion rates and driving revenue growth.

You can convert a lead and add it as an opportunity from the system as well as create a new opportunity directly.

Here is a reference video:

From the menu click on Pipeline and then click on Leads.

You can select any lead and convert one of them to Opportunity as shown:

Check all the lead details and simply Save it.