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How do I convert a contact into a customer?

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When a contact who is a lead is qualified and determined to be a potential sale, you can convert them into a deal. You can also create an organization record simultaneously to store their company information.

Follow these steps to convert a lead:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Open the contact that you want to convert.
  6. Click the Convert Contact button on the top of the Summary View.
  7. Enter the following information:
    • Lifecycle Stage - What stage of the sales process is the contact in? For example, marketing qualified, sales qualified, customer, etc.
    • Status - Is the contact active, inactive, or No Longer With Company (NLWC)? 
    • Assigned To - Which CRM user is the contact assigned to?
    • Do you want to create a deal? - Enable the New Deal checkbox if you want to create a deal simultaneously while converting the contact.
      • Fill out the deal information.
  8. Click Save
 You can see the deal you created under Main Menu > Sales > Deals.
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