Convert Leads into Customers Manually

Modified on Wed, 27 Mar 2024 at 01:57 PM

***Available Only on Desktop ***

If you have spoken to your potential customer before they have accepted their estimate, you can manually convert them into a customer. 

You can go to Leads and then view the Lead. 

Then you can press Convert to Customer. Now they will be listed in the customers list under Sales > Customers. 

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