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23rd Feb, 2021 ( Updated Convert to Customer flow)

When you convert your lead to customer, all the notes, tags, files, proposals and custom fields created for that lead will also be updated.

Enhanced Convert to Customer flow is Live! 🎉

Enhanced Convert to Customer flow is Live! 🎉

Capabilities-

Now when you Convert a Lead to Customer, you will get all data of leads so that you do not loose track, Data will be-

  • Files uploaded

  • Notes

  • Proposals

  • Tags

  • Custom fields created

How can you access this?

Click on any lead that you want to convert to customer, you can click on 3 dots present on top right of screen and click on convert to customer.