Convert a lead (into Contact, Company and Opportunity)
Turn a qualified lead into a Contact + Company and, if you want, open a linked Opportunity.
When a lead matures, open the lead and click "Convert". In one step, the system creates the linked records and marks the lead as Converted.
What is created
- Contact: with the lead's data already mapped (name, email, phone/mobile, job title) and linked to the Company.
- Company: if the lead already has a linked Company, it is reused (without duplicating). Otherwise, you pick an existing one or create a new one by name.
- Opportunity (optional): opened at the start of the funnel, already linked to the Company and the Contact.
Open the opportunity
Check "Create opportunity" and enter name, sale type, value, close date and the Product. The other required fields are filled with defaults: you as the owner, the initial stage (Diagnosis), status Open and a suggested next step.
💡 To open the opportunity you need a Company (selected or created) and a Product. After converting, you land directly on the created Opportunity.