Convert lead

Purpose

Conversion generates a customer from a qualified lead and identifies the lead as converted. It can be executed for a single or several marked leads.

Where to find it

Open CRM → Leads, mark one or more records and select Convert.

Requirements and permissions

• leads.write
• Sufficient and audited master and data protection data
• A professionally qualified lead

Step by step

1. Open Leads and mark one or more records.
2. Select Convert.
3. Check selection counters and names in the confirmation dialog.
4. Confirm the conversion.
5. Check the success message and open the created records under Customers.

Result

For each successful operation, there is a customer; the original lead remains marked as converted.

Variations and special cases

Already converted or incomplete leads can be skipped. For partially successful bulk conversions, check which records succeeded before retrying.

Troubleshooting

For errors, check name fields, duplicates, data protection status and whether the lead has already converted.

Related tasks

• Create a lead
• CRM Overview