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Converting a Lead

Converting a Lead in your CRM typically occurs when the lead has progressed through the sales funnel and is ready to make a purchase or become a customer.

When a lead has been Converted this will create an Account, Contact, and Opportunity. After conversion you can manage each Opportunity which allows for more granular reporting. For more information on Sales reporting please see the following page. Sales Dashboard

  1. In Explorer select CRM > Leads

A screenshot depicting how the user can navigate to the "Leads" table using the sidebar. In this example, the user has pressed the "CRM" folder, which has icon of a person. The user has then pressed the "Leads" table button, which has an icon of two people and a plus symbol. The menu buttons that the user has pressed have a white background with blue text, whereas the menu items when have not been selected are the opposite.

  1. Click on the Leads List tab

A screenshot of the Tab Strip at the top of the Leads page. The screenshot is annotated with a red box to highlight the location of the "List" tab.

  1. Open the Lead you wish to edit. (Locate the Lead either by scrolling through the list or using the search bar).

A screenshot demonstrating how the user can open a lead item. The screenshot depicts the Leads data table. The screenshot is annotated with a red box which highlights an item row that the user is hovering over.

  1. Press the Convert Lead button

A screenshot of the "Convert Lead" button. The button is in the Command Bar of the Lead item page. The button has an icon of a document, with two arrows pointing left and right in the bottom right corner of the page. The button has the caption "Convert Lead".

  1. To navigate to the newly created Contact, Account or Opportunity: go to Explorer Sidebar > CRM.

A screenshot of the sidebar, after the user has clicked on CRM. The screenshot is annotated with a red box that surrounds the options: "Opportunities, Accounts, Contacts".