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 the conversion form asks for the same three fields 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 conversion form opens. Fill in:
- Prospect Type — Hot, Warm, Cold, or DND.
- Follow-Up Status — Pending, No Response, Contacted, Qualifying, Not Interested, Client Not a Fit, or No Budget.
- Next Follow-Up Date — when you plan to contact the prospect again.
- Click Save.
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.