Convert a lead

When a lead is ready to buy, turn them into a customer, a contact and a deal in one click.

1. Open the lead and click Convert.

2. Check what Ellibo will create:

   • Company / customer: a new customer, or an existing one if they're already in your books.
   • Contact: the person you deal with.
   • Deal: the sale you're working on, with its Pipeline, Stage and Expected close date.
3. Click Convert.

The lead is marked Converted. Its notes, follow-ups and history move with it, and the new deal appears on your pipeline.

From the deal you can open the lead again with Open the lead.

Don't need a deal yet?

Untick Create a deal to convert the lead into a customer and contact only. You can add a deal later from the customer's page.