How do I Convert Lead into an Opportunity?

Updated on June 6, 2017 04:54AM by Admin


A sales opportunity is the qualified prospect who has a good chance of becoming a potential customer. While a sales lead is an unqualified sales opportunity. When you convert a lead in Apptivo CRM, the system takes you through the various stages such as creation of new accounts, contacts and opportunities. All this happens while associating the data with the information already in its system. 

Apptivo CRM makes it easy for businesses of all sizes to generate and follow-up with leads, keep track of the sales pipeline and finally close deals. The main aim of this CRM software is to ease the tasks of the marketing and sales  teams of your organization and guide the user in the  processes of  converting the lead in to opportunities.

Read through the steps given below.

Steps to convert leads into an opportunity

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings”  located at the app header bar.
    Leads Settings
  3. Click on"Leads" drop down. select  "Conversion" from left navigation panel. 
  4. In conversion dashboard, Click "ON" opportunity which allows you to convert leads into opportunity.
    Conversion Process
  5. All your changes will be auto updated.
  6. Select a lead you would like to convert and click on "Convert" button.
    Convert Lead into Opportunity
  7. Click the Start Conversion button.
  8. You can also convert this lead into customer, contact otherwise skip to opportunity.
    Leads Conversion
  9. Provide opportunity information and specify close date which is mandatory.

Conversion flow of lead

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