You will have created a customer from a lead, so invoices and orders can attach to them.
Before you start
You need permission to write customers as well as to view leads. The button is visible to everyone, but the server refuses without it.
Steps
- Open CRM → Leads and find the lead.
- Press Convert on its row.
- In the review form, check the details copied from the lead and fix anything.
- Make sure there is a first name, last name and a mobile or email, and a company name if the type is Company.
- Approve.
What you will see
A customer is created with a new code such as CU-17. The lead stays in the list with status converted and links to the customer. No contact is created.
If something goes wrong
- A phone or email already used by another live customer is refused: open that customer instead.
- A trashed lead cannot be converted; restore it first. A lost lead can be converted.
- It is a copy: editing the lead later does not change the customer.
- A converted lead is read-only unless you have the permission to manage converted leads.