Step-By-Step - Convert a Lead to a Contact

Step 1:

When the Lead is not an official Contact, go to your dashboard under leads, or search by clients last name.

Open

Step 2:

Select the client’s name (not the deal number) in the search results

Open

Step 3:

On the client details page, above their name is the drop down option. Here, you can change the client from Lead to Contact.

Open

Open

Step 4:

The client is now a contact and will not appear in the leads section of the dashboard. This will take a few minutes for Velocity to save.

Related articles