How to Convert a Lead to a Contact or Deal in Vedain

When to Convert a Lead

Convert a lead when:

• •You have confirmed there is a real buying interest (they are qualified).
• •You want to start tracking a specific deal value and close date.
• •You want to associate them with a company account.
• •You need their record to appear in contact-level reports.

How to Convert

1. Open the lead you want to convert.
2. Click the Convert button (top right of the lead detail page).
3. A dialog appears with three options:
4. • Create Contact — creates a contact record with the lead's information.
5. • Create Deal — creates a deal in your pipeline.
6. • Create Both — creates both simultaneously (recommended).
7. If creating a Deal: enter the deal name, value, expected close date, and pipeline stage.
8. If creating a Contact: optionally link to an existing Account or create a new one.
9. Click Convert.
10. You are redirected to the new Contact or Deal record.

What Data Carries Over

• •First Name, Last Name, Email, Phone carry to the Contact record.
• •Company name carries to the Account (if creating one).
• •Deal Value and Expected Close Date carry to the Deal.
• •Notes and timeline history links back to the original lead.
• •Custom field data carries over if the same custom field exists on Contacts.

After Conversion

The original lead record remains in your Leads list — it is not deleted. Its status is updated to Converted. A link to the new Contact/Deal appears on the lead's detail page.