In the Leads module; click the lead's name or company name.
- Select Convert.
If the lead had previously been linked to a contact list entry; Maximizer will auto select by default;“ Choose an existing entry”. Entries such as Company name; First and Last name; will be auto-filled; and will be read-only.
If the Lead had not previously been linked to a contact list entry; Maximizer selects Create New by default.
If a new account has been created for an existing contact list entry; Deselect “Do not create an account”; and submit the relevant account related information in the fields provided.
Once a lead has been converted to a customer; Converted will display.