Converting a Lead to a Contact

  1. On the Leads form, click Convert to open the Convert Lead to Company form. The lead must be qualified before you can convert it.
  2. Select Create Contact.
  3. For a new contact, leave the Contact field blank and specify a name for the new contact.
  4. To update an existing contact record with more recent information, select the contact to revise.
  5. Click OK.
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