How to Convert a Lead to a Customer
Follow these simple steps to convert a lead into a customer:
- Navigate to the Main page of the desired lead record.
- Locate the Lead Details card and find the Convert To Customer button.
- Click the button to open a dialog box.
- Select the appropriate office location for the customer.
- Optionally, choose a sales representative to be associated with this customer.
- Click Convert.
Upon completion, you will be redirected to the updated record, now displayed.
Using a Workflow to convert a Lead
Watch this instructional video to see how to set up a workflow for conversion and the added steps to the convert process.
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