How to Bulk‑Convert Multiple Leads into Deals

Overview
When you have a batch of qualified leads, save time by converting them all at once into deals rather than one by one.

Steps

1. Go to Leads → Lead Contact.

2. Use filters or checkboxes to select the leads you want to convert.

3. Click Bulk Actions → Convert to Deals.

4. In the conversion dialog:

   • Choose the Pipeline and Default Stage for all deals.

   • Optionally set a Close Date, Deal Owner, and Category.

5. Click Convert. Laywork will create one deal per lead, carrying over mapped fields.

Tips

• Before bulk‑converting, ensure each lead’s data (e.g. value, close date) is accurate, since you’ll apply defaults to all.

• Use an advanced filter (e.g. Lead Score ≥ 70) to only bulk‑convert your top‑tier prospects.

• Review the new deals list immediately after conversion to handle any outliers.