Convert a lead

A lead becomes a client when they need a quote. Converting makes them a contact (or joins the contact they already are), and the quote starts from what they asked for.

Steps

1. Open the lead under Sales, Leads.
2. Press Quote at the top of the lead.
3. If the system is sure who they are (no contact matches, or one contact has the same email or phone), it converts the lead and opens the new quote on its Items tab.
4. If it is not sure, a window asks which contact it is. Pick the matching contact, or Make a new contact.
5. Press Join contact and quote or Make contact and quote. The quote opens.

Convert without quoting

1. On the lead, open More and press Convert to contact.
2. Pick the matching contact, or Make a new contact.
3. Press Join contact and convert or Make contact and convert. The contact opens.

Good to know

• Joining a contact fills in only what the contact is missing, such as an email or phone. Nothing already on the contact is changed.
• Matches are found by the same email, the same phone (however it is typed) or the same name. A name alone is never picked for you.
• The quote carries the lead's event date, event type, order type, tent surface and venue address.
• A converted lead shows Open contact instead of Convert, and its status becomes your converted status.
• A quote always belongs to a contact, not to a lead, so there is no quote on the lead itself. The contact's Quotes tab lists it.
• Later, New quote on the contact's Quotes tab also starts from their latest converted lead, if it was converted in the last 90 days and has no quote yet.

If something goes wrong

• There is no Quote or Convert button. Your role cannot create contacts or quotes. Ask your admin.
• You joined the wrong contact. Open the contact, then the Leads tab, to see what was joined. Ask your admin to fix the contact by hand.