Converting a Lead to a Deal

When a lead has been qualified and is ready to enter your active sales pipeline, you convert it to a Deal. Converting a lead moves it into your deal pipeline where it can be tracked through to close.

Navigate to: Leads > [Open a Lead]

How to Convert a Lead

Open the lead you want to convert by clicking its title.
Click the Convert to Deal button (usually in the top-right or in the actions menu).
A conversion form will appear. Fill in the deal details:
- Title — The deal name (pre-populated from the lead title, editable)
- Pipeline — Select which sales pipeline this deal belongs to
- Stage — Choose the starting stage in that pipeline
- Value — The deal value (pre-populated from the lead, editable)
- Expected Close Date — Target close date
- Assignee(s) — Who will own this deal
Click Convert to confirm.

What Happens After Conversion?

A new Deal is created with the information from the lead.
The Lead is marked as converted and removed from the active leads view.
All activities, notes, contacts, and attachments from the lead are carried over to the deal.
The deal appears immediately in your Deals pipeline.

Can a Converted Lead Be Reverted?

Once a lead is converted to a deal, the conversion cannot be automatically reversed. However:

The original lead record remains in the system (marked as converted).
If needed, you can manually delete the deal and update the lead's status.

Tips for a Smooth Conversion

Make sure the contact is linked — Before converting, ensure the lead has a Person and/or Organization linked. These will carry over to the deal.
Choose the right pipeline — Make sure you select the pipeline that reflects where this opportunity belongs in your sales process.
Set an accurate value — Update the deal value to reflect the most current expectation before converting.
Assign the right owner — Deals should always have a clear owner to avoid them falling through the cracks.

Linking a Lead to a Project Instead

If the lead is better suited to become a project (e.g., a service engagement rather than a sales deal), you can:

Open the lead.
Use the Link to Project option instead of Convert.
Select an existing project or create a new one.

This maintains the lead record and creates an association with the project without creating a deal.