How do I Convert Lead into a Customer?

The goal of every sales team is to convert a lead into a customer. Once the lead becomes a customer, you need to move the record to the customers apps. Since you are already using Apptivo CRM, we believe that you know the software like the back of your hand and it would be a smooth sailing.

Never the less, If you are new to the software, following the steps below will give you an insight.

Steps to Convert Leads into Customer

1. Log in and access Leads App from your universal navigation menu bar.
2. Customize "Conversion" setting to enable "Lead to Customer" conversion.
3. Create a new lead or select an existing lead to be converted.
   
4. Click on "Convert" button and start conversion.
5. You can view the customer creation page as shown in the image below:
   
   

   Customer Field	Description	Pre populated from Lead?
   Name	Name of the customer.	Yes
   Description	Description about the customer	Yes
   Tags	Tags for the customer	Yes
   Category	Select a category from a predefined list.	No
   Sales Rep	Name of an Employee.	Yes
   Skype	Skype id of customer.	Yes
   Address information	Address of the customer	Yes
   Territory	Territory of the customer.	Yes
   Market	Market of the customer.	Yes
   Segment	Segment of the customer.	Yes

6. You can view the created customer in Customers App as shown in the image below:
   

Conversion flow of lead

• You can convert a lead into a contact, the standard lead fields are automatically converted to the contact that will be associated to the customer. 
• You can convert a lead into an opportunity, the standard lead fields are automatically converted to the opportunity. 

Related Links

Read more about:

• Convert contact into lead.
• Convert lead into an opportunity.
• Convert lead into contact.