How to convert a lead into a customer?

To convert a lead into a customer, please follow the steps below:

  1. Access the CRM. Then, click on the Leads tab.
  2. Click on the name of the lead (in this example: Hassan E.) that you want to convert into a customer.
  3. In the top-right corner of your screen, click on the “Convert to customer” button.
  4. In the small window that appears, click “Save” to finalize the conversion.