Skip to main content
All CollectionsEnglish FAQLeads
Converting a lead to an account
Converting a lead to an account

You've turned a lead into a warming relationship? ​Congratulations!

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over 4 years ago

When you've successfully turned a lead into a business relationship you want to convert it from a lead to an actual account.

Leads -> Select the lead you wish you convert -> Select status to Converted -> Click the Convert Lead button -> Add the name of the company/account -> Click Convert -> Click Yes, go! -> Go to Accounts to find your new account.

Did this answer your question?