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How to Convert a Lead to a Customer

How to Convert a Lead to a Customer

Follow these simple steps to convert a lead into a customer:

  1. Navigate to the Main page of the desired lead record.
  2. Locate the Lead Details card and find the Convert To Customer button.
  3. Click the button to open a dialog box.
  4. Select the appropriate office location for the customer.
  5. Optionally, choose a sales representative to be associated with this customer.
  6. 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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