Converting a Lead to a Deal

Choose a flow

Situation

The Lead is qualified and you need to open a sales opportunity.

Recommendation

Converting a Lead always produces a Deal; tick Ops Project only if you need an operational project.

Why

Convert always creates a Deal and records the Lead→Deal Document chain for traceability. The operational project is optional and only shown when the user has projects:write. No Quotation is created during convert.

Steps

1. Open the qualified Lead.
2. Click Convert.
3. Tick create Ops Project only if really needed (requires projects:write).
4. Open the new Deal and check the Document chain.

Avoid

• Expect convert to create a Quotation — Quotations are created separately from the Deal.

Roles & permissions

Sales user; creating the Ops Project also needs projects:write.

Related

• Cannot convert a Lead that is not qualified
• Quoting a Deal
• Crm
• Playbook: Order-to-Cash process