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 can I find out when and how I last contacted a lead?

How do I convert a Lead?

Follow these steps to convert a Lead into a Deal:
  1. Click the Main menu.
  2. Go to Essentials.
  3. Click Contacts.
  4. Select a contact that is a lead. (The value of Lifecycle Stage field = Lead)
  5. Click the Convert button located on the top right of the contact record.
  6. Change the lifecycle stage and other information.
  7. Enable the checkbox for Do you want to create a Deal?
  8. Fill in the necessary Deal information.
  9. Click Save.
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