How To: Convert a Lead to a Contact

Goal

Convert a qualified lead into a contact so you can start creating deals and opportunities.

Steps

Step 1: Review the Lead

1. Go to Leads in the sidebar
2. Click on the lead you want to convert
3. Review their information, activity history, and engagement level

Step 2: Qualify the Lead

Before converting, ensure the lead is qualified:

• Is there a real business need?
• Do they have the budget?
• Are they the decision maker?
• Is there a timeline?

Update the lead status to reflect their qualification level.

Step 3: Convert

1. On the lead's detail page, click "Convert to Contact"
2. KeenCRM will:
3. Create a new contact with the lead's information
4. Optionally create a company if one was specified
5. Preserve all activity history
6. Update the lead status to "Converted"
7. The new contact is now available in the Contacts module

Step 4: Create a Deal

After conversion:

1. Go to the new contact's page
2. You can now create deals, quotes, and other records linked to this contact

Lead Status Flow

New → Contacted → Qualified → Converted (or Lost)

Tips

• Don't convert leads too early — use the lead stages to nurture first
• All activities logged on the lead carry over to the contact
• The original lead record remains for reference but is marked as "Converted"