Convert Leads in iPhone
Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential.
To convert a lead
- Tap the Leads module.
All the leads in the selected list view will be listed. - Tap the record that you want to convert.
- In the Record Details page, tap the More icon.
- Tap Convert Lead.
- In the Convert Lead window, specify the necessary details and tap Done.
The lead will be converted and will be available in the Converted Leads list view.
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