Steps
- Open the lead and click Convert to customer.
- Saathi first looks for a customer with the same phone or email, and links to them instead of making a copy. A lead showing Number hidden by WhatsApp is matched by email only.
- The lead moves to Won and a green customer chip replaces the button. Tap it to open the customer.
- Now make the quote or bill for that customer as usual.
Good to know
Moving a lead to Won with its stage buttons converts it the same way.
Marking a lead Won in the mobile app or with an automation's Move to stage step, or adding a new lead straight into Won, also makes them a customer.
A quote is not linked back to the lead, and the estimated value you typed on the lead is not copied across.