Use a lead as the starting point for a quote, job, or order without entering the same customer information again.
Prepare the lead
Open Requests and select the lead.
Check the Customer, contact person, lead title, and service information.
Add or correct any address that should be carried into the new record.
Select Save for any section you changed.
Convert the lead to a quote
Select Convert to Quote in the lead header.
Select a quote template, or choose to create the quote without a template.
Between creates and opens the quote.
Convert the lead to a job
Select More Actions.
Select Convert to job.
In Select job template, choose a template or select Create without template.
Between creates and opens the job.
Convert the lead to an order
Select More Actions.
Select Convert to Order.
In Select job template, choose a template or select Create without template.
Between creates and opens the order.
Information carried forward
Between uses the customer linked to the lead and copies completed address fields when the selected conversion supports them. An order also receives the selected customer contact and your company's contact person. Content from the selected quote or job template is added to the new record.
What happens next
The lead status changes to converted, and the new record opens with the source lead available from it. A converted lead remains editable, so you can return to it and create another quote, job, or order when needed.