Steps to Convert a Lead to a Customer
Navigate to the Leads Section
Click on CRM in the left menu.
Select Leads to view your list of leads.
Select a Lead
Find the lead you want to convert in the list.
Click View next to the lead’s name to open their profile.
Convert to Customer
On the lead’s profile page, click the Convert to Customer button.
A new form will appear with pre-filled details from the lead.
Review and Complete Customer Details
Ensure all mandatory fields are filled, such as First Name, Last Name, Email, Company, and Password.
Modify or add any missing information as needed.
Choose whether to send a password setup email or skip the welcome email.
Save the Customer Profile
Click Save to finalize the conversion.
The lead will now be listed as a customer in the Customers section.
Notes
Once a lead is converted, it is no longer listed in Leads but instead appears under Customers.
You can always edit customer details later if needed.