INTENDED SEARCHES: lead customer, add lead, convert lead, prospect
A lead customer is a possible customer that has not fully become an active customer yet.
Use this process for a new lead:
1. Open the Leads or Customers area.
2. Choose the option to create a lead customer if available.
3. Enter the lead name, phone, email, company name if applicable, and address if known.
4. Add lead acquired date, sales person, tags, category, and notes when available.
5. Save the lead.
When the lead becomes a customer:
1. Open the lead record.
2. Use the convert option if available.
3. Review customer information before converting.
4. Confirm billing details, service address, taxable setting, and communication preferences.
5. Save the converted customer.
Why this matters:
Leads let the company track sales opportunities without mixing incomplete prospects into clean customer records.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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