Select the required step with the Next Step and Previous Step buttons in the toolbar or with the step buttons (fig. 2). The selected button is highlighted yellow.
Fig. 2. Step buttons
Step 1.Conversion Parameters includes several units:
Type of New Contractor – select the type of the new contractor: Individual, Company.
Type of the Object to Create – select the type of the new object: deal, mail, call, meeting, do not create. If you select do not create, step four will not be displayed and only the contractor and contact will be created.
Comment – enter a comment to the conversion parameters.
An example of the Conversion Parameters page is shown in fig. 3.
Fig. 3. Conversion Parameters page
Step 2.About the Contractor page is similar to the form for creating a customer. By default the fields on this page contain the values of the lead page.
An example of the About the Contractor page is shown in fig. 4.
Fig. 4. About the Contractor page
Step 3. The Contacts page contains the information about the lead contacts.
An example of the Contacts page is shown in fig. 5.
Fig. 5. Contacts page
Step 4. Depending on the relationship selected at the first step, the system allows creating a call, a meeting, mail or a deal with the contractor. Fill in the required fields (fig. 6) and click Save.
Fig. 6. Deal/Mail/Call/Meeting page
The lead will be converted, i.e. a new contractor, contact, deal or relationship will be created based on the attributes of the lead. The page of the created contractor will open. After converting, the Lead will still be in the list of leads, and it will have the Qualified status.
