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How to Convert a Lead?
How to Convert a Lead?

Learn how to seamlessly convert leads into opportunities, contacts, or candidates with our step-by-step guide.

Updated over a week ago

You can convert leads into Opportunities, Contacts, or Candidates by following the steps below:

  1. Navigate to the Leads section in the list or pipeline view. Select the lead you wish to convert. Click on the lead's name or profile to open their detailed view.

  2. Click on the "Convert" button located at the top right corner of the screen.

  3. A dialog box will appear, giving you the option to convert it to an Opportunity, Contact, or Candidate. After selecting the desired option, click on "Convert," and the lead will be converted, transferring all the data of that record to the chosen respective section.


Be sure the correct record is being converted. Once the action is completed, it cannot be undone.

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