Convert a lead

When a lead is ready to buy, convert it. CRM creates the account and contact for you and can open a deal at the same time.

Convert

1. Open Leads and click the lead's name.
2. Choose Convert at the top of the record. The page is titled Convert Lead with the lead's name.
3. Under Account, choose Create New Account (it uses the lead's company) or Add to Existing Account and pick one.
4. Under Contact, choose Create New Contact or Add to Existing Contact and pick one.
5. To open a deal, tick Create a new Deal for this Account. Then fill in Deal Name, Amount, Closing Date, the Pipeline (if you have more than one) and the Stage.
6. Pick the Owner of the New Records.
7. Choose Convert.

You then land on the new deal, or on the new contact if you did not create a deal.

Afterwards

The lead stays in the list with a Converted badge in place of the Convert button. If you open it again at the convert address, CRM tells you it was already converted and links to the contact.

To move the new deal forward, see Work your deals. To schedule the first call or meeting, see Plan your day.