Convert lead to deal

You can create a lead when identifying potential interest for early-stage prospect management and convert it to a deal when a structured engagement is established, signifying a commitment to pursue the ongoing transaction.

Converting a lead to a deal will move all the interactions from the lead to the deal so that no information or captured communication is lost.

There are 2 ways in neetoCRM where you can convert a lead to a deal

  • Bulk action from leads dashboard

  • Lead show page

Whenever you convert a lead to a deal, a Convert to deal form shows up, which is pre-filled with the details. You can update it as needed.

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