Convert Lead Dialog Box
Use the Convert Lead dialog box to qualify or disqualify a lead, to associate a qualified lead with a marketing campaign, or to specify why you decided to disqualify a lead. If you convert a lead record that is associated with files, Vision copies them to the target record only.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
-
On the Lead Info Center form, click
Convert and select one of the following:
- Convert Current Lead
- Convert Active Group
- Select Leads to Convert