What Is Lead-to-Deal Conversion?

Overview:
Converting a lead to a deal (opportunity) moves a qualified prospect into your sales pipeline, enabling you to track revenue potential, forecast, and manage negotiations.

Steps:

1. Qualify the lead: ensure it meets your criteria (budget, authority, need, timing).

2. In the lead’s record, click Convert to Deal.

3. Choose the Pipeline and Stage for the new deal.

4. Review pre‑filled fields (e.g., contact info, company).

5. Click Convert to create the deal record.

Tips & Best Practices:

• Only convert when a clear next step exists (e.g., proposal, demo).

• Use a naming convention like “Deal – [Lead Name]” for clarity.

• Assign the deal owner immediately to maintain accountability.

Troubleshooting / FAQs:

• Q: “Convert to Deal” button is disabled.
  A: Check that the lead has been qualified and that you have conversion permissions.

• Q: Converted deal missing data.
  A: Map any missing fields via your lead‑to‑deal field mapping settings before converting.