From CommenceCRM-Help
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| − | A lead may be converted to an | + | A lead may be converted to an account by clicking on the '''Convert Lead''' button while viewing detailed lead information. |
1. From the '''Leads''' module, open desired leads list by clicking on the list name. ''The lead records for that list display.'' | 1. From the '''Leads''' module, open desired leads list by clicking on the list name. ''The lead records for that list display.'' | ||
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* To create a sales opportunity select the '''Create Opportunity''' checkbox and complete the respective Opportunity fields. | * To create a sales opportunity select the '''Create Opportunity''' checkbox and complete the respective Opportunity fields. | ||
| − | 5. click | + | 5. click '''Save and Close'''. ''The lead is converted to an account.'' |
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| + | Return to [[Leads]] | ||
Latest revision as of 16:25, 14 November 2012
A lead may be converted to an account by clicking on the Convert Lead button while viewing detailed lead information.
1. From the Leads module, open desired leads list by clicking on the list name. The lead records for that list display.
2. Open the desired lead by clicking on the company name. The Leads detail form displays.
3. While viewing detail information about the lead, click on the Convert Lead button.
4. Add any pertinent information about the lead.
- To send an email or alert to the account manager select the appropriate checkbox.
- To add a note select the Create Note checkbox and complete the respective Note fields.
- To create a sales opportunity select the Create Opportunity checkbox and complete the respective Opportunity fields.
5. click Save and Close. The lead is converted to an account.
Return to Leads