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Lead Management

Convert a lead to a customer

Move a real prospect into an active customer record once the office is ready to quote or schedule the work.

Owner/AdminCustomers & Leads3 minutesUpdated Sep 23, 2026Current instructions
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Before you start

  • The lead already has enough contact and property details to move forward.

What you’ll do

Turn a won lead into a customer record so you can quote, schedule, and invoice. The lead’s contact, address, source, and notes carry over and the lead moves to Won.

Do this

  1. 1

    Open the lead

    Customers → Lead Management → click the card.

  2. 2

    Convert to customer

    Press Convert. Zentive checks for an existing customer with the same email or phone and offers to link to it instead of creating a duplicate.

  3. 3

    Quote or book

    After converting you are offered Create quote and Book a job. The job wizard’s Convert from lead option does the same thing from the other direction.

Reporting

Reports → Lead Source ROI attributes revenue to the lead’s source once per customer, so keep Source accurate when you add leads.

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Keep going

Customers & Leads

Work your lead pipeline

Set up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.

Open articleCustomers & Leads

Add a lead

Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.

Open articleCustomers & Leads

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

Open articleJobs & Scheduling

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

Open articleCustomers & Leads

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

Open articleCustomers & Leads

Fix customer or employee import errors

What each import error means, how to fix the file, and how to re-upload only the failed rows.

Open article