How to View Converted Leads in Leads App?

Updated on May 3, 2017 07:38PM by Admin

The process of converting a lead into an account, contact, and/or opportunity is know as Lead Conversion.

The leads are usually generated from the various marketing campaigns or events your company organizes. These events could be either
  • Trade show
  • Email campaigning
  • Direct marketing
  • Social Media

The meaning of Lead Converted depends mostly on how you equate the term to your business. However, the process of lead conversion begins as soon as the marketing team hands over the qualified leads to the sales team. Here the sales reps convert them into an Account and subsequently to Opportunity.

If you want to see the list of your Converted Leads, it's possible with Apptivo Leads App. Leads app allows you to view the converted leads by their status. You can view your converted leads status in "By Status" in the Leads App.
Let's go over the same quickly to understand it clearly.

Steps to View Converted Leads

  1. Log in and access Leads App from universal navigation menu bar.
  2. Click on "By Status" found on left navigation panel.
    by-status
  3. By clicking on "Converted" status to view all the converted leads as shown in below:
    converted-status
  4. You can perform "Bulk Action" by enabling leads checkbox.



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