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Convert a qualified lead

Turn a qualified lead into a company, a contact and an open opportunity in one step, with its history kept.

LeadsUpdated 2 min read
  1. Open the lead.
  2. Select Convert to customer.
  3. EVORIV creates the company, the contact and an open opportunity, and links them together.

After converting, select Open opportunity or Open company to carry on. The lead keeps its history and no longer needs a follow-up sequence.

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