When can I convert Leads?

            A lead is a prospective customer interested in purchasing your organization’s products or services. During the follow-up process, when you reach a certain stage, like a business opportunity with the lead, (i.e. when there is a chance of further negotiations with the lead), it can be converted to an account, contact, and deal.

            • You can view the list of converted leads by selecting the Converted Leads List View.
            • Once the lead is converted to an account, contact and deal, you cannot revert it.

            Updated: 02 Aug 2017 05:34 AM
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