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 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.
Was this FAQ helpful?
1 out of 2 found this helpful.
Be the first to comment