To Convert a Lead to a Contact

  1. Open the Leads (CR3010PL) form.
  2. In the table, click the lead record for which you want to create a linked contact. The Leads (CR301000) form opens. Make sure, that the lead has the New, Open, Sales-Ready, or Sales-Accepted status.
  3. On the More menu (under Record Creation), click Create Contact.

    The Create Contact dialog box opens. The dialog box is filled in with the contact information specified for the lead.

  4. In the dialog box, do the following:
    1. If needed, on the Main tab, specify missing values and adjust the default ones.
    2. Click Create.