Convert a lead to a customer

Convert a lead to a customer

Audience: Owner, Office admin
Plan: All
Platform: Web
Time to complete: ~3 minutes

Overview

Move a qualified lead into your active customer list so you can schedule jobs and send invoices.

Before you begin

  • The lead record exists under Leads.

Steps

  1. Open Leads and select the lead.
  2. Click Convert to customer (or equivalent action on the lead detail page).
  3. Confirm or adjust name, email, and address.
  4. Save; you are redirected to the new customer profile.

Verify it worked

The contact appears under Customers and no longer shows as an open lead (unless your workflow keeps history).

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Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].

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