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How do I convert a Lead?

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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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