How to convert a Lead to a Contact
Need to convert a lead to a contact? You can move your leads to the contact page of the CRM. This page is best used for organizing, tracking sold leads, or current customers. Use this page to help manage a list of clients that don't need a call back. In this article, you will learn how to move leads to my contacts page.
At the top of the Dolphin menu bar, click on CRM
and then select leads
Click on the checkbox
of the lead(s) you need to convert as a contact.
Click on the drop down menu
at the top right of the page and find the convert to contact
option. Click on submit
to make the changes.
There is a pop up that will ask to confirm the changes. Select ok
To view the converted contact(s) go to CRM
and then click on contacts
. You can now view the lead(s) that have moved to the contacts list.