Follow these steps to convert a Lead into a Deal:
- Click the Main menu.
- 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.