How can I convert a lead?
Follow these steps to convert a lead into a deal:
- Click the Menu icon.
- Go to Essentials.
- Click Contacts.
- Select a contact that is a lead. (The value of Lifecycle Stage field = Lead)
- Click the Convert button located on the top right of the contact record.
- Change the lifecycle stage and other information.
- Enable the checkbox for Do you want to create a deal?
- Fill in the necessary deal information.
- Click Save.
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