Kato Posted September 10, 2013 Share Posted September 10, 2013 A lead comes in. I add it as a lead. The lead buys and becomes a customer. I want to convert the contact from showing up under the leads pane to showing up under the contacts pane. How do I do that? Link to comment Share on other sites More sharing options...
N_C_H_OMG Posted September 10, 2013 Share Posted September 10, 2013 Select the lead on Lead pane, and click 'Convert' button. Link to comment Share on other sites More sharing options...
Kato Posted September 10, 2013 Author Share Posted September 10, 2013 Ah right - I was clicking "converted" on the lead status drop down menu Thanks Link to comment Share on other sites More sharing options...
paintstone Posted April 7, 2015 Share Posted April 7, 2015 Is there a way I can promote a contact to a lead? Link to comment Share on other sites More sharing options...
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