New Prospects
How do I convert a lead to a prospect?
Monique Le Roux
Last Update a month ago
You can convert a lead to a prospect by using the INTERESTED button at the bottom of the lead card:
You will be directed to this form, you will have to fill in all of the information to convert this lead to a customer (prospect).
The address can be typed as you would in Google Maps. You will be presented with a list of possible addresses that best match what you have typed.
If you cannot find the address in the given list, click on the blue text:
Can't find the address
This will allow you to type the address in manually.
The address must be 100% correct, as this will be used for check-in locations and navigation.
If you scroll further down and click MORE, you'll be presented with other options:
Assigning the Prospect to another user or keeping yourself assigned
Selecting which Industry they belong to
Adjusting where they are in your sales pipeline
The ability to alter contact info, if necessary
