How to convert a sold lead to a contract [Video]

In this training video, you can learn how to convert a sold lead to a contract. This includes entering the contract date and updating or adding to the customer information.

In Brief

  • Check which leads still need to be converted by clicking on Leads → Sold (Contract not Created) view

  • To create a contract click on Contracts → Add → Customer & Contract

  • Enter the Contract Date and then chose the Lead that you would like to convert. Then choose the Contract Type and a Contract Number will be generated

  • The Customer record will then open and you can amend or add to these details

  • When closing the customer record, the Contract will then open

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