How to Manually Convert a Lead into a Deal

Overview:
This guide walks you through the step‑by‑step process of turning a single lead into a deal manually.

Steps:

1. Go to Leads & Deals → Leads and open the lead record.

2. Click the Convert dropdown and select Convert to Deal.

3. In the modal, select the Deal Pipeline and initial Deal Stage.

4. Edit or confirm the Deal Name, Close Date, and Deal Value.

5. Click Convert; you’ll be taken to the newly created deal page.

Tips & Best Practices:

• Double‑check the deal value to match the lead’s expected purchase size.

• Add a note in the deal activity log summarizing why you converted.

• Immediately schedule the next task (e.g., call, demo) on the deal timeline.

Troubleshooting / FAQs:

• Q: I can’t find the pipeline I need.
  A: Ensure the pipeline is active under Leads & Deals → Pipelines and that you have access.

• Q: Conversion modal errors out.
  A: Check for required deal fields that aren’t pre‑populated and fill them in.