How can I convert a lead to a Customer?

A customer is someone who was once a potential lead and has now decided to buy what you are trying to sell him.

 

lead to a client-

  • Click on the lead name you want to convert to a customer.

  • In the top right corner of the window, select the ellipsis icon and select Convert to a customer.

 

 

  • This will take you to a customer window where you can enter information such as: primary contact, company information, and billing and shipping details.

 

 

  • Click on Save.

Note:

  • Converting your lead to a customer will transfer all the lead information to the customer module along with the files, notes, and proposals.

  • Custom field values will be transferred to the Customer module only if the same type of custom field is created under the Customer module.

 

For any query, you can reach out to Clientjoy support at support@clientjoy.io