Knowledge Base Article

How To Convert A Lead

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You can convert the lead/opportunity if the sales process was successful. To convert a Lead:
 
  • Choose "Sales & Marketing" from the main menu on the left side of the screen.

  • Choose "Leads/Opportunities" - This will direct you to the Lead List and display all the active leads for the current month.

  • Find the Lead you want to convert and open it. - This will take you to the Lead Workspace.

  • There are two convert buttons on the "Lead/Opportunity Details" Tab.
    1. In the title bar, on the right side of the screen, there is a small convert icon.
    2. At the bottom of the "Lead/Opportunity Details" page: "Convert Lead..."
  • Clicking either of these buttons will bring up the Lead Conversion window.

  • In the window, select the Constituent Type you want to convert the Lead to.

  • Click the Convert This Lead button.

  • The window will close, and you will be redirected back to the Lead List.

  • You have successfully converted a Lead/Opportunity.