Convert Lead to Customer

Convert Lead to a Customer

  1. Click on the lead and wait for the modal to be opened, on the top button click Convert to a customer.
  2. The convert to customer modal will be shown and the system will try to auto-populate some fields like first name, last name..
  3. If custom fields found for lead will be shown as well in the convert to customer modal and you will have the ability to merge the custom fields in the customer profile as custom fields or database fields. If you are merging as a custom field and this field not exist will be auto-created.

What will happen after I convert the lead to a customer?

After you convert the lead to a client the lead will be auto-moved to the default system status Customer if is not already there.

In leads table, by default, the leads that have status “Customer” will be excluded because they are converted to a customer and no longer needed to be seen in the table on table load if you want to list them you will need to apply the filters.

Did you find this article useful?

  • Import Leads From WordPress Contact Form 7

    CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 togethe...

  • Leads email integration

    Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can set up email forwarder from any ...

  • Setup Web to Lead Form

    CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an ifr...

  • Sending Proposal to Customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template w...

  • Create New Lead

    Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Creat...