- Converting Leads into Opportunities:
- Once a lead shows genuine interest and meets certain criteria (e.g., engagement with your content or interest in purchasing), you can convert the lead into an opportunity.
- In the Lead Detail Page, click on the Convert to Opportunity button.
- The lead’s data will be transferred to the Opportunities Module, and it will now be considered an active sales opportunity.
- Converting Leads into Clients:
- If a lead becomes a paying customer, you can convert the lead into a client directly in the CRM.
- On the Lead Detail Page, click on the Convert to Client button.
- This action will automatically create a new Customer Profile in the Customers Module, along with all the lead details, and the lead will be marked as Closed or Won.
Converting Leads to Opportunities and Clients
< 1 min read
Updated on May 1, 2025
