Sales
Leads and converting a lead
Keep early prospects separate, then convert them into a contact, company and deal.
Last reviewed October 3, 2026
Leads are people you have not qualified yet.
Convert a lead
- 1Open Leads and select the lead.
- 2Select Convert.
- 3Pick an existing company or create a new one.
- 4Optionally create a deal with a name and amount.
- 5Confirm. The lead becomes a contact and keeps its history.
Lead scoring
Admins define scoring rules in Lead scoring. Scores update automatically and you can filter lists by score.