Prospecting
Converting Leads
Turn qualified leads into customer records and track their journey.
When a lead is ready to become a customer, convert it directly from the prospecting interface. The system creates a customer record with all the lead's information pre-filled, saving your team from manual data entry.
Quick Overview: Convert a lead with one click. The system creates a customer record, transfers the business details, assigns the sales rep, and notifies the team when the first sale comes in.
Converting a Lead
From the Prospecting Map
- Click on the lead marker
- Click the Convert button
- A new customer record is created automatically
From Snap Activity
When you discover a lead on the road:
- Open the Snap Activity panel
- Find the lead in the Leads section
- Tap the + button to convert
What Happens During Conversion
When you convert a lead:
| Action | Details |
|---|---|
| Customer created | A new customer record is created with the lead's name, address, phone, and VAT |
| Sales rep assigned | The rep who had the assignment becomes the customer's salesperson |
| Lead status updated | The lead is marked as Converted and removed from the active pool |
| Assignment closed | Any active assignment is marked as Converted |
| Prospect stage set | The new customer starts as a Qualified prospect |
After Conversion
The converted customer appears in your regular customer list with a prospect badge. From there:
- Log activities — Visit the new customer and record your interactions
- Build the relationship — Add contacts, notes, and tasks
- Track sales — Once orders start flowing, the prospect stage progresses automatically
Prospect Stages
After conversion, the customer progresses through stages:
| Stage | Meaning |
|---|---|
| Qualified | Recently converted, actively being worked |
| Active | Regular engagement and transactions |
| Dormant | No activity for the configured period |
First Sale Notification
When a converted prospect places their first order, the system sends a notification to the rep who originally discovered the lead. This closes the feedback loop and helps your team see the results of their prospecting efforts.