How to convert leads in sequential order?

Updated on November 2, 2020 03:58AM by Admin

The Leads App of Apptivo allows you to seamlessly configure the lead conversion. You can convert your leads to any other applications in Apptivo. There are two types of conversions - Standard and Custom Conversion. While the Standard Conversion converts the default values in the Leads App to any other app, the Custom Conversion converts the values based on the user-defined mapping.

In Custom Conversion, there is an option to convert the records in sequential order. This feature ensures that your lead moves through the complete sales stage. So, you can automate your conversion process. When this option is enabled in opportunities and customers of the Custom Conversion page, then you can simply click the corresponding app on the overview page and have the lead converted to multiple apps.

Steps to convert the leads

  • Connect to your Apptivo account and navigate to the Leads App. Here, select Settings from the App Header.
Leads App

  • Go to Leads → Conversion from the left navigation panel of the Settings page. The Conversion option comes into view.
Custom Conversion

  • Switch to Custom Conversion. Here, you can see the list of apps set up for custom conversion. You can also select the create button to add a new app.
  • On clicking the Mapping of a corresponding app, you can map the fields in the Leads app with another app. Here, the mapping is carried out for the Opportunities App.
Mapping Page

  • Now, enable the toggle for Sequential Order in the required apps. Here, Opportunities and Customers.
  • The changes are saved automatically.
Enabled Toggle

  • Now, go to the overview page of a lead. Select Convert → Opportunities → Sequential Order.

  • Now, you can see the apps in which the Sequential Order is enabled are displayed. You can select the app and convert the lead. Here, the lead is first converted to an Opportunity.
Create Opportunity

  • Once the conversion is complete, you can convert it to a record in the next app in which the Sequential Order toggle is enabled right from the overview page.
Create Customer

  • On selecting convert, you will receive a success message.
Customer Created