In this video we will explain how you can convert a customer lead into a quote or an sales order.
Once a lead has enough information and is ready to move forward, you can convert it into either a new or existing quote, or a new or existing order. You can also close out a lead and mark it as unqualified if it doesn't move forward. There are two ways to start this process — from the Leads Report area, or from within the lead itself.
Method 1: Convert from the Leads Report
Go to the Leads Report area.
Find the lead you want to convert.
Click the three dots next to the lead.
Select Mark as Complete.
This opens a window where you can:
Move the lead into a new or existing order.
Move the lead into a new or existing quote.
Use the green Convert button to start a fresh quote or order.
Close the lead out and place it in the Unqualified column, if the lead did not move forward.
Method 2: Convert from Within the Lead
Open the lead directly.
Click the Mark Complete button.
This brings up the same window described above, with the same options for converting to a quote, order, or marking the lead unqualified.
Converting to an Existing Quote (Example Walkthrough)
Select Convert to an existing quote.
Find and select the existing quote file you want to attach the lead to.
Once the quote opens, click the Convert button.
You'll be asked whether you want to move all model numbers over to the quote or order:
Click All to move every item over, or
Select specific products to move over individually.
Choose your location if prompted.
Click Convert to Quote to complete the conversion.
Completing the Customer Information Screen
After converting, you'll see the Customer Information screen. This step is important because, up until now, the lead has been holding the customer data on its own — it hasn't yet been added to your customer history.
Fill in the customer's address and other standard information, just as you would for any customer.
Add customer data, such as how the customer found you or what type of customer they are.
Click Save.
Once saved, the lead has been converted into a quote (or order), and this information becomes part of your customer history and inquiry records.
Verifying the Converted Quote
Go to your menu and select the Quote File.
Open the Quote Report.
The newly converted quote will appear at the top of the list.
Open it to confirm that all notes taken during the lead process have carried over.