Convert a lead

Turn a qualified lead into an account, a contact and a deal — without duplicates.

Steps

1. 1Open the lead and find the Convert lead panel.
2. 2MetriCRM checks for an existing account with the same company name and a contact with the same email, and links to them instead of creating duplicates.
3. 3Keep Create a deal ticked to open a deal: set its name, pipeline, stage, value, expected close date and owner.
4. 4Select Convert and create deal. You land on the new deal; the lead is marked Converted and links to it.

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