Convert a qualified Lead

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

Lead conversion connects a qualified prospect to an Account and Contact and can create or link a Deal. Matching existing records avoids parallel customer histories. The operation preserves conversion references on the Lead.

Purpose

Move a qualified prospect into the customer and opportunity records used for ongoing sales.

Prerequisites

• Lead status Qualified and permission to edit it.

• Permission to create any new Account, Contact or Deal and read any existing targets.

• Consistent Account, Contact and Deal relationships.

Procedure

1. Open the qualified Lead and choose Convert lead from the available record action.

2. Search for an existing Account. Select it, or enter a distinct new Account name when no suitable record exists.

3. Choose an existing Contact belonging to that Account or create a new Contact from the prospect details.

4. Choose whether to create a Deal, link an existing open Deal, or convert without one. An existing Deal must have the same Account and primary Contact.

5. For a new Deal review its name, currency, amount, pipeline, stage and expected close date. If the Lead has a revenue plan, review its transferred planning values.

6. Confirm conversion, then open the resulting Account, Contact and optional Deal to verify the links.

Expected result

The Lead becomes Converted and retains links to the resulting records. Repeating a completed conversion returns its existing result rather than creating another set.

Important notes

• Existing target records cannot be edited as part of conversion. Correct them separately before retrying.

• A closed Deal cannot be selected. Its Account, primary Contact and currency must be coherent.

• Conversion is blocked while a Lead is governed by a Blueprint. Ask an administrator to review the applicable process; do not try to bypass it through another screen.

Troubleshooting

• Only qualified leads may be converted: update qualification through the permitted process first.

• Matching Account already exists: choose that Account rather than changing capitalization to evade the match.

• Lead changed: refresh and review the newest version before submitting again.

Related articles

• Manage Leads

• Manage Accounts

• Manage Contacts

• Manage Deals and pipeline stages

• Blueprints