Convert lead to deal

  • Leads are generated through different sources in neetoCRM.

  • On connecting with leads you get to know which leads are interested in your offerings.

  • We can convert those leads to deals and start negotiations on deals.

  • In deals we have pipeline and stage management which helps us to keep track on deal's progress.

  • There are 2 ways in neetoCRM where you can convert a lead to a deal

    • Bulk action on lead

    • Lead show page

  • Whenever you convert a lead to a deal, deal form pop's up which would be pre-filled with lead details which can be updated.

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