CRM / Work with CRM

Complete the lead-to-deal workflow.

This is the recommended sequence for turning a new prospect into a trackable opportunity.

1. Open CRM → Leads. Click Add record and create the lead with Lead Name and Status.
2. Review the lead. Open the new record, confirm the company and contact details, and add the next activity.
3. Convert the lead. Use the record action Convert to deal. Select or create the Contact and Customer.
4. Set the deal details. Enter Deal name, choose Pipeline and Stage, and optionally add Amount.
5. Click Convert to deal. Confirm that the success screen contains Contact, Customer, and Deal cards.
6. Continue the deal. Open the deal from the summary, update its stage as work progresses, and record activities from CRM → Activities.
7. Close the outcome. Set the deal status to Won or Lost. For a lost deal, record the loss reason when requested.