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: Go to the “Actions” section and click “Convert”.

Step 3: Click on “Yes” to convert the lead to a "Customer".

You can also convert immediately after creating and saving a lead, by clicking on “Convert” from the Lead Detail section.

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Last updated on January 16, 2025