Qualify and convert a lead

Converting is how a lead stops being a prospect and becomes a real relationship in the CRM.

1. 1Open Leads from the sidebar.
2. 2Find the lead and open the menu at the end of its row.
3. 3Choose Kvalificera och konvertera.
4. 4Record why it qualified — the qualification notes travel with the record, so the next person can see what made this worth pursuing.
5. 5Confirm.

What conversion produces. The lead becomes a customer (the company), normally with a contact (the person), and you can create the opportunity for the actual deal at the same time. That split is the point: a lead holds one undifferentiated blob of details, and the CRM needs the company, the person, and the deal as separate records before it can do anything useful with them.

The original lead is not thrown away. It stays linked, so where the relationship came from is still answerable months later.

Converting several at once. Tick the checkboxes next to the leads you want and use the bulk convert action. The dialog reports how many succeeded and how many failed rather than stopping at the first problem, so check the result before assuming all of them went through.

Convert only when the prospect is genuinely real. Converting everything fills your customer list with companies you never spoke to, and every list, report, and forecast downstream gets worse.