A Lead becomes a Prospect once you've decided to start active follow-up. You can convert a single lead from its detail page or convert many leads at once from the Leads list. Either way clicking Convert promotes the lead directly — there is no intermediate form — and the result is identical.
Step-by-Step Instructions
- Open CRM > Leads from the sidebar.
- Find the lead(s) you want to start working on. Use the search box and filters to narrow the list if needed.
- Select one or more leads by ticking the checkbox at the start of each row.
- Click the Action dropdown at the top-right of the grid and choose Convert to Prospect.
- The lead is converted immediately — no details are asked. The new Prospect is created with Prospect Stage set to Hot and Follow-Up Status set to Pending.
- You are taken straight to the newly created Prospect record, where you can start logging follow-ups.
That's it. The lead is now a Prospect, removed from the Leads list, and visible under CRM > Prospect with its follow-up timeline already started.
✅ Why Convert a Lead to a Prospect?
- To Start Serious Engagement: Leads are raw contacts. Once you've qualified them and they show interest, converting them to prospects helps start real sales conversations.
- To Track Follow-Ups Effectively: Prospects allow you to define types like Hot, Warm, Cold, and DND, and to schedule follow-ups so nothing slips through the cracks.
- To Organize Sales Process: Moving to the Prospect module means the lead is no longer just "data" — it's now in your active sales pipeline, with a defined next action.
- To Enable Pipeline Movement: Only prospects can move further into the Opportunity stage, so conversion is necessary for sales progress.
- To Assign Responsibility Clearly: Assigning a Lead Owner during conversion ensures accountability and timely follow-up.
📅 When Should You Convert a Lead?
When you have verified that:
- The lead is genuine and not junk.
- You have gathered enough basic info (phone, email, company, etc.).
- The person is responsive and open to discussion.
When you are ready to:
- Begin qualification of the lead so you can confirm a sale is possible.
- Set proper follow-up stages and plan the next steps.
- Bring the lead into your sales funnel for revenue tracking.
💡 Example:
- A contact downloaded a brochure — ✅ Stay as Lead.
- A contact responded and asked for a product demo — ✅ Convert to Prospect.
- You’ve confirmed their company has budget, need, and you can serve them — ✅ Now push to Opportunity.
Once you converted lead, the system:
- Moves this lead to the Prospect Module
- Removes it from the Leads list
- Adds it to the Followups queue — unless its Prospect Type is Cold or DND, or its Follow-Up Status is Not Interested / Client Not a Fit / No Budget. Those are filtered out so your queue stays focused.
This smooth and simple process ensures that only interested and qualifying leads are promoted for sales and follow-ups. It helps you focus only on the best possible business opportunities.