Before you start
- The lead already has enough contact and property details to move forward.
What you'll do
Turn a lead into a working customer record so the job can move from sales into operations.
Do this
- 1
Open the lead
Go to the pipeline and open the prospect that is ready to move ahead.
- 2
Convert the record
Use the convert or promote action so the lead becomes an active customer.
- 3
Review the finished customer profile
Confirm the address, contact details, and notes carried over correctly.
What usually happens next
Most teams create a quote right after the lead becomes a customer so the momentum is not lost.
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