How do I convert contact into lead?

Leads, contacts, opportunities are some of the phrases that you would hear when speaking to sales or marketing personnel. However, these are the phrases on which sales and marketing team of every business live, eat, chew and sleep on.

At times if a contact is not responding to your communication, after a certain period  of time you would want to move the status back to Leads.  This is possible in Apptivo Contacts apps. This application has a conversion feature that allows you to convert contacts to customers or leads. Lets quickly walk through the steps to find out more.

Steps to convert contacts into leads

1. Log in and access Contacts App from your universal navigation menu bar. 
2. Create a new contact or select an existing contact to be converted. 
3. Click on “Convert” button and select “Lead”.
    
4. In the lead creation page (Leads App), fill in the lead, additional, prospect and location information.
   

   Lead field	Description	Pre populated from contact?
   First name	First Name of the contact	Yes
   Last name	Last name of the contact	Yes
   Job Title	Job title of the contact	Yes
   Phone	Phone number of the contact	Yes
   Mobile	Mobile number of the contact	Yes
   Email	Email address of the contact	Yes
   Assigned To	Name of an Employee	Yes
   Customer	Customer name associated with contact	Yes
   Industry	Industry of the contact	Yes
   Market	Market of the contact	Yes
   Segment	Segment of the contact	Yes

   
   
5. Click on “Create” button to complete. 
6. You can view the created lead as shown in the image below:
    

Related Links

Read more about:

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