Academy

Convert a lead to an opportunity

Move a promising lead from the inbox into the pipeline and fill in the details of the deal.

CRM 6 steps 1:06 video CRM - User (Own Documents) or Manager
Where to find it CRMLeadsAll Leads

Steps

  1. Open CRM, point at Leads and choose All Leads.
  2. Find the lead. Type a few letters in the search box and press Enter.
  3. Click Convert at the end of the lead's row. The pipeline opens.
  4. The lead is now an opportunity in the New column. Click its card to open it.
  5. Fill in the deal: Expected revenue, Expected close date and the Salesperson.
  6. Click Save. The history on the right says "Converted to opportunity".

Note

Convert does not ask for confirmation. If you convert by mistake, the opportunity is simply a deal in the New column - you can still change or delete it.

What happens next

Move the deal forward as it progresses: move an opportunity through the pipeline.

Was this lesson helpful?

Keep learning

Mark an opportunity won or lost Close a deal as won, or record why it was lost so you can learn from it. CRM6 steps1:02 video Create a quotation from an opportunity Turn a deal in the pipeline into a draft quotation with one click, with the customer and the amount already filled in. CRM6 steps0:58 video Set up pipeline stages, lead sources and lost reasons Adjust the lists CRM uses - the columns of the pipeline, where leads come from, and the reasons for losing a deal. CRM5 steps1:04 video