Convert lead to customer or service
Lead conversion helps move a qualified prospect into customer and service records.
Screenshot needed: Lead conversion panel
What this is for
Use conversion when a lead becomes a real customer, deal, installation, or service onboarding item.
Who uses it
Sales users and admins with conversion permissions.
Steps
- Open a sales lead.
- Review the lead details and contact information.
- Use the conversion panel if shown.
- Select whether to create a customer, contact, deal, or service handoff.
- Review suggested details.
- Save the conversion.
Important notes
To be verified: exact conversion choices depend on enabled modules and permissions.
Common mistakes
- Converting before checking duplicate customers.
- Creating a deal without a clear opportunity name.
- Skipping equipment or service onboarding details after winning a deal.