👉 Step-by-Step Instructions:
- Go to the Leads section in the menu.
- Find the lead you want to start working on.
- Select the Lead (S) one or multiple by ticking checkbox in front of it.
- Click on Action Dropdown given on top rigth corner. And you will see option Convert to Opportunity
- By clicking on it you can convert the Lead to prospect.
- Now you must add the following:
- Prospect Stage (Hot, Warm, or Cold)
- Follow-Up Stage (Choose from: Pending, No Response, Contacted, Qualifying, Not Interested, Client Not a Fit, No Budget)
- Next Follow-Up Date (When will you follow up again?)
- Click Save.
✅ That’s it. The lead is now converted into a Prospect and moved to the Prospect Module, where you can track and follow up easily.
✅ 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 statuses like Hot, Warm, Cold, and 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 has responsive and open to discussion.
- When you are ready to:
- Begin the qualification of the lead using so we can actually make sure sale can be done.
- Want to 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 follow-up tracking view
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.