Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.

Steps to convert a Lead

1. Click on the Lead record you intend to convert
2. In the detail view, Click Convert Lead Button
3. In the convert Lead pop-up, you can modify the existing values and transfer related records.
4. If there is a chance of immediate sale, un-check Opportunity check-box.
5. Click Save

Notes

1. You can transfer related records (Documents, Emails etc) to either Organization or Contacts by selecting the radio button during the Lead Conversion.
2. Lead record will no more be available after Lead Conversion.
3. After conversion, Contact, Organization or Opportunity records cannot be reverted to the previous state.

B2C Model

If you are dealing business only with a Contact, you can remove the mandatory status of Company field in Leads Module and un-check Organization check-box in Lead Conversion pop-up; As a result, only a contact record will be created upon Lead conversion.

Mapping Fields

simply CRM allows you to map Standard fields and Custom fields before converting a lead to Contact and Organization, or an Opportunity. The field values will be transmitted to the selected target fields. This will ensure that the data will not be lost upon Lead conversion. Standard fields will be automatically mapped but the custom fields should be mapped manually.

Lead Field	Field Type	Organizations Field	Contacts Field	Opportunities Field
Annual Revenue	Currency	Annual Revenue
City	Text	Shipping City
City	Text	Billing City	Mailing City
Company		Organization Name		Opportunity Name
Country	Text	Billing Country	Mailing Country
Country	Text	Shipping Country
Description	Text Area	Description	Description	Description
Email	Email	Email	Email
First Name	Text		First Name
Industry	Pick List	Industry
Last Name	Text		Last Name
Lead Source	Pick List		Lead Source	Lead Source
No Of Employees	Integer	Employees
Phone	Phone	Phone	Office Phone
PO Box	Text	Shipping PO Box
PO Box	Text	Billing PO Box	Mailing PO Box
Postal Code	Text	Billing Postal Code
Postal Code	Text	Shipping Postal Code
Rating	Pick List	Rating
Salutation	Text		Salutation
Secondary Email	Email		Secondary Email
State	Text	Shipping State
State	Text	Billing State	Mailing State
Street	Text Area	Billing Address	Mailing Street
Street	Text Area	Shipping Address
Website	URL	Website

Steps to modify the existing fields or map custom fields

1. Click Settings Icon > CRM Settings
2. Click Module Manager
3. Locate Leads and Click Leads Settings Icon (Hammer icon)
4. Click Leads Field Mapping
5. Click Edit button modify existing field settings
6. Click Add Mapping button; Consequently, new set of fields will be added to map custom fields.
7. Select the source field and map it to the target field accordingly.
8. Click Save

Notes

1. Target Field type should be identical to the Source Field type. For instance, If Source Field is a Picklist, the Target Field should also be a Picklist Field.
2. The Target Field size should be greater than or equal to the Source Field.
3. Target Field values should only be mapped once.