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convert a lead to contact

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  • convert a lead to contact

    Hi, when I want to convert a lead to contact or account, is there a way to avoid recreating/rewrite all the information (copy ? duplication ?) ?
    I use the free version.

  • #2
    Hi Cindy,

    Yes. There is a button Convert in the top-right corner on the lead view.

    Comment


    • petrik
      petrik commented
      Editing a comment
      Yes, conversion works nicely, but the question was if it is possible to avoid duplication of information, i.e., to simply change the status of "lead" to the "contact" -> Now what really happens is that the system makes a new instance on the system.
      Then there is a confusing situation that you have the same name as "lead" and "contact".
      -> Could it be possible to have a status flag for a name ?
      (Just like opportunities have status flags)
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