To convert a lead into a customer in Nexved CRM, follow these steps:
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Open the Lead: Click on the lead you want to convert. The lead modal will open.
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Click Convert to Customer: At the top of the lead modal, click the Convert to Customer button.
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Auto-populated Fields: The Convert to Customer modal will appear. The system will automatically attempt to populate fields such as First Name, Last Name, and other relevant information.
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Custom Fields: If the lead profile contains any custom fields, these will also be shown in the modal. You will have the option to merge these custom fields into the customer profile either as Custom Fields or Database Fields.
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Note: If you choose to merge a custom field that does not exist in the customer profile, the system will automatically create that custom field for you.
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By following this process, you can seamlessly convert leads into customers while ensuring all relevant data is transferred and organized correctly in the customer profile.