How to Convert a Lead in SugarCRM

The process of converting a lead into a contact record in SugarCRM is extremely easy. When you click the Convert Lead button all of the previously entered data will automatically get filled into the contact record area.

You will also have the ability to create an Account, Opportunity, and schedule a follow up meeting from the same screen. Once all of the options have been selected and filled in the records are saved.

In this video, you will see the step-by-step process of converting an existing lead in Sugar.

 

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