Contact needs to become a Lead
Choose a flow
Situation
An existing Contact starts showing buying intent and you want them in the funnel.
Recommendation
Create a new Lead from the Contact — there is no Convert-to-lead button.
Why
The system has exactly one write path to a Lead: creating a Lead. That keeps scoring, source and Lead handover on one flow.
Steps
- Open the Contact.
- Choose to create a new Lead from the Contact.
- Fill in source and need.
- Qualify the Lead as usual.
Avoid
- Look for a button that turns a Contact into a Lead — it no longer exists.
Roles & permissions
A sales user with permission to create Leads.