Skip to content
SCALERPHelp centre
English

CRM and sales monitoring

Convert a lead into a customer

Lead

Find the lead by contact details and check for an existing customer at the same business.

Conversion

Use conversion on the correct lead. Check business name and contact details before confirming.

Example
  1. Lead P-07
  2. Conversion ✓
  3. Customer C-07

Customer

Find the contact in customers and use it for the next sales document.