Converting a lead to a customer
To convert a lead to a customer, follow these steps:
- Log in to the back office, go to the Leads Module
- Click on the All tab, choose a lead, and click the Take Action Dropdown button.
- Click Create Customer from the dropdown.
- A confirmation Modal opens; click OK to confirm the conversion.
- A toast notification at the bottom of the screen confirms the same. A tag "Manually Converted" is added to the lead contact.
- Go to the Customer Module, and we can see the lead converted customer with the 'Converted' tag.