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Convert Lead to Opportunity or Customer

Convert Lead

Convert an existing lead into an opportunity or directly into a customer record in the accounting system.

Lead Summary

The top of the page shows a read-only summary of the lead:

  • Reference, Name, Organization, Email, Phone, Current Status, Type, and Stage (if already an opportunity)

Option 1: Convert to Opportunity

Available only if the lead is not already an opportunity.

  • Initial Stage — Select the starting pipeline stage (e.g., New, Qualification)
  • This promotes the lead by setting is_opportunity = 1 and assigns the selected stage
  • The probability is automatically set based on the stage configuration

Option 2: Convert to Customer

Creates a full customer record in the accounting system:

  • Customer Name (required) — Pre-filled with the lead's company name or title
  • Sales Type / Price List (required) — Select the customer's pricing group
  • Payment Terms (required) — Select default payment terms

What Happens Automatically

  1. A Debtor Master record is created (customer account)
  2. A Customer Branch is created with default sales/receivables accounts from company setup
  3. If Auto-create Contact is enabled in CRM Settings, a Contact Person record is created with the lead's name and contact details
  4. The contact is linked to the customer via the CRM contacts system
  5. The lead status changes to Converted and the new customer ID is linked
  6. If Carry Forward Communication is enabled, all communication logs are copied from the lead to the new customer record

This entire operation is transaction-wrapped — if any step fails, all changes are rolled back.

See Also