How to Convert a Lead

If a leadClosedA potential customer not yet associated with a quote, job, or invoice. is successful and the customer wants a quote, you can convert a lead to a quote.

A screenshot of the Convert to Quote option.

To convert a lead:

  1. Go to Leads A screenshot of a schedule icon with a grey calendar icon and an arrow. > Open Leads.
  2. Click Options. Alternatively, right-click the lead.
  3. Click Convert to Quote.
  4. Click OK to close the message.
  5. Click OPEN QUOTE in the pop-up box to access the newly created quote. Alternatively, click the Quotes tab to find the new quote.
  6. Create the quote as normal.

Alternatively, click Save and Finish in a lead, then click Convert to Quote and you can view the new quote straight away.

Converted leads are moved to Closed / Archived Leads.

The Description from the converted lead carries over to the Summary of the newly created quote. Learn more in How to View Quotes.