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How-to guide · Feature 1.0

Managing Leads and converting them to Customers

Use Lead statuses to understand what needs attention, then convert a successful Lead into a Customer and primary Contact.

4 steps · Content revision 2 · Reviewed 10 September 2026

Follow these steps

  1. 1

    Use Lead status to identify the next action

    The Leads list groups enquiries into useful workflow tabs. In this example the Lead has Callback Requested status, so it appears under Callbacks. Use the status and campaign columns to understand why the Lead is in the CRM and what should happen next.

    The Leads list showing a Lead with Callback Requested status.
    Expected resultYou can identify the correct follow-up from the Lead list.
  2. 2

    Convert a successful Lead

    When the enquiry becomes a customer, open the Lead and select Convert. Confirm Convert lead in the dialog. The CRM creates a Customer and primary Contact from the Lead and marks the Lead as won.

    The Convert lead to customer confirmation dialog.
    Expected resultThe successful enquiry is converted without re-entering the main contact information.
  3. 3

    Review the conversion link

    After conversion, open the Conversion tab on the Lead. It shows the linked Customer, linked Contact and the conversion date. This provides a clear bridge between the original enquiry and the ongoing customer record.

    The Lead Conversion tab showing the converted Customer and Contact.
    Expected resultThe Lead is linked to the Customer and Contact created from it.
  4. 4

    Use the Won tab

    Converted Leads appear under Won and contribute to the Won this week figure. Keep these Leads rather than deleting them so the CRM retains the sales outcome and campaign history.

    The Leads list filtered to Won with a converted Lead displayed.
    Expected resultSuccessful Leads remain available as part of the sales history.
Expected result

When you have finished

You can use Lead statuses to manage the sales process and convert a successful enquiry into a linked Customer and Contact without losing the original Lead history.

Troubleshooting

The Convert button is not available

The Lead may already have been converted. Check the Conversion tab for a linked Customer.

A Lead is in the wrong tab

Open the Lead and correct its Status. The tabs and dashboard figures use the current status.

The converted customer details need more information

Open the linked Customer and Contact and add anything that was not collected on the Landing Page.