Convert a Lead and Create Job

Convert Lead → Create Job in DreamzFSM lets you turn a qualified lead directly into an actionable field job in one step. 

Here is a reference video:

Follow these steps:

1. From the menu click on Pipeline and then click on Lead.

2. On the lead list, click on the convert icon.

3. Click on Convert Lead and Create Job.

4. Here this function allows you to convert a lead to a customer and directly create a job. You can enter the job details and simply click on Save.