Convert lead to deal

You can create a lead when identifying potential interest for early-stage prospect management and convert it to a deal when a structured engagement is established, signifying a commitment to pursue the ongoing transaction.

Converting a lead to a deal will move all the interactions from the lead to the deal so that no information or captured communication is lost.

Converting a lead

1. Open the lead you want to convert.

2. Open the menu at the top of the lead page and click Convert to deal.

3. Review the details in the Convert to deal form. It is pre-filled from the lead, and you can change anything you need.

4. Pick the Expected close date.

5. Save the form to create the deal.

Leads are converted one at a time, so each new deal gets its own expected close date.

Expected close date

Every deal has an expected close date, the day you expect the deal to be won or lost. Leads can have one too, but on a lead it is optional.

When you create a deal, the expected close date starts 15 days from today. When you convert a lead, the form uses the lead's expected close date if that date is today or later; otherwise it starts 15 days from today.

You can change the date later from the deal or lead page, set it for many records at once with bulk update, sort and filter the leads and deals lists by it, and include it when you import leads or deals.