A lead is a potential customer you are establishing a business opportunity with. A Lead can be an Individual or a Company.

• If your lead is a "Company", you may want to specify contacts for the lead.
• In the "Advanced" section of your lead, you can specify default sales tax, payment terms, and price group which will be used if you want to send a quote or even once your lead is converted into a customer.

As soon as you create a New Sales Order or a New Invoice (also from conversion of a Quote) for your lead, the lead is automatically transformed into a customer.

When you create opportunities for your leads, you can specify the contact that particular opportunity pertains to.

Tip:

Click the "New Contact" button inside the Lead to add for the selected contact. Click "Details" to fully register all contact related information:

Please note that you can manually set the staus "Lead" or Customer" on top of the creation wizard:

Converting a lead into a client

Leads are automatically transformed into clients as soon as you create any kind of sales document and select a lead as the customer to bill.

For example: you created a quote to a lead and converted the quote into a sales order or invoice.

You can also manually change the status. Select your lead in Opportunities - Leads and click the pencil to edit, then on top right side change the status from “lead” to “customer” and validate with DONE.