FAQs in this section
Can I convert multiple Leads at once?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How to create a Lead using Quick Create?
How do I create a Lead from the Leads module?
How do I transfer Lead ownership to another Sales rep?
How do I export Leads?
How do I create a Quote from a Lead record in Vtiger CRM?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How do I convert a Lead?
Table of Contents
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.
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