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How to Convert Lead to Deal

How to Convert a Lead to a Deal​

Converting a lead into a deal is the final step after completing all necessary communication and qualification.
Once the lead reaches the final stage of your lead process, it can be transferred into the Deals module.

Step 1: Open the Leads Page​

  1. Log into your system.
  2. Navigate to the CRM System.
  3. Click Leads.

Step 2: Move the Lead to the Final Stage​

Before converting a lead, it must be moved to the pipeline’s End of Process stage (e.g., “Lead Done”).

You can do this in two ways:

Drag & Drop

  • Click and hold the lead card.
  • Drag it to the End of Process stage.
  • Release to drop.

Move to Stage Dropdown

  • Select the checkbox on the lead card.
  • Click Move to Stage.
  • Choose the End of Process stage.

Step 3: Select “Convert to Deal”​

When a lead enters the End of Process stage, a popup will appear.

In the popup:

  • Click Convert to Deal.

This begins the deal creation process.

Step 4: Choose Where the Deal Will Be Created​

A Transfer Data popup will appear asking you to select:

  • Deal Pipeline
  • Deal Stage

Choose where the new deal should appear in the Deals module, then click Confirm.

Step 5: Verify the Deal​

To finish:

  1. Open the Deals page from the CRM menu.
  2. Search for the lead by name.
  3. Confirm it now appears as a deal card in the stage you selected.

Notes​

  • Leads must be in the End of Process stage to convert.
  • You can choose any deal pipeline and stage during conversion.
  • Data such as contact details, notes, and files transfer automatically.