Convert Leads into Customer in CRM

This guide explains how to convert a Lead into a Customer within the 10X ERP CRM module. Users can quickly transfer lead information directly into a customer account without re-entering data manually. Once converted, all existing lead details are carried over to the new customer record, where additional updates or changes can be made as needed.

• Navigate to the CRM Leads Screen by going to CRM > Leads.
• Select the Lead Record that you want to convert into a customer account.
• Review Existing Lead Information to confirm the details are accurate before conversion.
• Click Convert to Customer to automatically create a new customer record using the lead information.
• Verify the New Customer Record to ensure all relevant lead data transferred correctly.
• Update Customer Details if Needed by making any additional edits or changes within the new customer account.