How to Convert a Lead to a Customer

In this article, you'll learn how to convert a lead into a customer.

Step 1: Start by clicking on the lead.

Step 2: Proceed by clicking on payment or customer details.

Alternatively,

Step 3: Reach the same page by double-clicking the line item.

Step 4: Click on the edit button.

Step 5: Toggle the customer button to yes.

Step 6: Hit the save button.

After saving, the lead will now be a customer in the customer file.

Remember, a lead also becomes a customer when a quote is approved. In such a case, the lead will automatically convert to a customer.