23rd Feb, 2021 ( Updated Convert to Customer flow)
When you convert your lead to customer, all the notes, tags, files, proposals and custom fields created for that lead will also be updated.
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When you convert your lead to customer, all the notes, tags, files, proposals and custom fields created for that lead will also be updated.
Last updated
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Now when you Convert a Lead to Customer, you will get all data of leads so that you do not loose track, Data will be-
Files uploaded
Notes
Proposals
Tags
Custom fields created
Your "Converted to Customer" leads will be visible under leads module only when you choose the filter - "Converted to Customer" - This will help you track how many leads are you converting to customer.
Click on any lead that you want to convert to customer, you can click on 3 dots present on top right of screen and click on convert to customer.
