Lead Conversion

There are two different ways to convert Leads in Zendesk Sell! 

1. Navigate to your Lead Card and select the convert button. 

 

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2. You can also convert a lead from the Lead's View. Your Leads View will allow you to convert more than one Lead at a time. 

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Once you convert a Lead into a Contact, you will have the option of associating a Deal. To keep track of the Lead progression in the Funnel Report, it's best to immediately associate the Deal. 

View how to convert a Lead to a Contact.