How do I Convert Lead into a Customer?

Updated on July 27, 2017 10:58pm by Admin

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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.
    Leads Convert
  4. Click on "Convert" button and start conversion.
  5. You can view the customer creation page as shown in the image below:
    Convert to Customer Page

    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:
    Customer overview

Conversion flow of lead

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