CRM
Converting leads to customers
Turn a won lead into a customer record and start the sales cycle.
3 min read
When a lead is won, you convert it to a customer record. This creates a partner record in the contacts system that can be used on invoices, sales orders, and receipts.
- 1Open the lead and click Convert Lead.
- 2Review and confirm the contact details.
- 3Optionally create a quotation immediately from the same screen.
- 4The lead is marked Won and linked to the new customer record for future reference.