Qualify and convert a lead

Turn a qualified lead into a customer with an open deal.

When a lead is ready to buy, convert them into a customer and open a deal in one step. This keeps all your conversation history intact while moving them into your sales pipeline where you can track progress toward close.

Open the lead you've been talking to.

Click Convert lead once they're qualified.

Click Convert lead once they are qualified.

The Convert lead button appears once you've confirmed the lead meets your qualification criteria.

Choose what to create — a customer plus an open deal, in one step.

Choose what to create — a customer record plus an open deal in one step.

This creates both a new customer record and a deal in Discovery stage, so you start with a complete view of who they are and what you've already discussed.

Click Convert — the deal starts in Discovery with the full lead history.

Click Convert — the deal starts in Discovery with all the lead history attached.

All messages, notes, and context from the lead record carry over to the deal, so nothing is lost in the transition.

What's next

With the deal open, move it through your pipeline stages and set a target close date. You can also invite team members to collaborate on closing the deal.