Convert a Lead to an Account

• In this help article, we will guide you through the simple process of converting a Lead into an Account.
• Once you've identified a promising Lead and are ready to take the next step, you'll find a powerful tool at your disposal: the "Convert to Account" option.
• This feature not only streamlines the conversion process but also equips you with the ability to initiate immediate actions, such as adding a subscription and linking their bank account, making it a central hub for managing your clients effectively.

Convert a Lead to an Account

Step 1. Choose your Lead

• Navigate to Contacts-People/Companies-Leads

• Identify the Lead you wish to convert to an Account and click on View Record.

• Click on Convert to Account. This conversion will change the role of the Contact from Lead to Account.

Step 2. Provide further details

• This conversion process grants you immediate access to vital options, such as the ability to add Subscriptions and link Bank Accounts, facilitating efficient Account management .