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Convert a lead to a customer
When to use it
Use this guide when you need to convert a lead to a customer.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The eligible lead is converted to a customer for future orders.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open the lead and complete the required customer setup information and delivery addresses.
- Check that the required business information and documents are verified.
- Review the displayed reason if Convert to Customer is unavailable. Resolve that requirement first.
- Select Convert to Customer when eligible, then check the new customer record.
Screenshot to add: Lead: convert a lead to a customer. Capture filename: images/convert-a-lead-to-a-customer.png.
Restrictions
Conversion needs convert access. Terminal stages and incomplete or unverified setup can prevent it. Do not create a second customer to bypass the conversion checks.
If something went wrong
Before Convert to Customer, correct and verify the lead's business details, documents and delivery addresses.
After an unclear conversion, check the lead state and resulting customer before trying again. A converted lead cannot be moved back or deleted through these lead actions.
If the wrong lead/details were converted, give Sales and the administrator the lead and customer references. Correct supported customer details through Update a customer profile. Review duplicates, linked users and orders with their owners before removing or recreating anything.
Check the correction
Check the resulting customer identity, addresses and users, and confirm staff use the intended record. Conversion recovery must not create a second customer for the same business.