How to Convert a Lead
Follow these steps to convert a lead to a customer for proposals and signing.
Step 1: Click on the “Leads” tab on the left-hand side.
Step 2: Locate your lead, go to the “Actions” section and click “Convert”.
Step 3: Click on “Yes” to convert the lead to a customer.
OR
You can also convert immediately after creating and saving a lead by clicking on “Convert” from the Lead Detail page.