Converting a lead to a customer

To convert a lead to a customer, follow these steps:

  1. Log in to the back office, go to the Leads Module

  1. Click on the All tab, choose a lead, and click the Take Action Dropdown button.

  1. Click Create Customer from the dropdown.

  1. A confirmation Modal opens; click OK to confirm the conversion.

  1. A toast notification at the bottom of the screen confirms the same. A tag "Manually Converted" is added to the lead contact.

  1. Go to the Customer Module, and we can see the lead converted customer with the 'Converted' tag.


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