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On this page
  1. How To?!
  2. Manage Leads

Convert Lead to Customer

Change the status of a lead to a customer

PreviousQuick edit lead InfoNextAssign Lead to Agent/Team Member

Last updated 9 months ago

To covert lead to customer

  1. Go to the "Leads" section.

  2. Select the lead you want to convert.

  1. Click on "Convert to Customer."

  2. Confirm the conversion.

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