Converting a Lead to a Customer
Turn a won lead into a customer, keeping its history, contacts and consent.
When a lead buys, convert it. Click Convert to Customer on the lead, or drag its Board card to Converted.
The Dialog
Every field is optional. History, contacts and consent carry over.
- Account: tier, payment terms, currency, credit limit, price list and warehouse.
- Addresses: billing and shipping.
- First Order (Optional): products, value and expected date. An expected date adds a Confirm First Order task.
- Start onboarding: tick this to create an onboarding board from your default template.
Click Convert to Customer to finish.