Convert a lead into a customer and a deal

Converting a qualified lead makes one customer and one deal linked to it, in one step. The lead is kept for history.

Where

Leads / Deal › Leads › the lead › Convert to Deal

Who

Anyone allowed to convert leads.

Open a lead whose status is Qualified. Press Convert to Deal in its head (the band Flowrica suggests at the top offers the same button).

A qualified lead: Convert to Deal stands in its head and in the band Flowrica suggests

Check the Company name and the Email (both taken from the lead; the email must be filled), and choose the Deal owner. The lead's estimated value and currency carry over to the deal. If the lead has no value, the dialog says the deal starts at zero.

Press Create the deal. The new deal opens. In the list the lead now reads Converted to Deal, and clicking it opens the deal.

The line under the lead's steps says which rule conversion follows. The rule is set in Deal Conversion Settings.

A deal can also be made straight on an existing customer, for a renewal or an upsell: see Your deals.

Before: Add a lead · Next: Win or lose a deal