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  4. Lead convert settings

Lead convert settings

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Lead status conversion type

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  • Active (without invoice) - enable/disable the lead conversion type in the Conversion settings section to choose;

  • Active (with invoice) - enable/disable the lead conversion type. This option is used by default;

  • New (with proforma invoice) - enable/disable the lead conversion type.

image NOTE:

  • If the required lead conversion type is enabled and selected in the Default customer type for lead conversion drop-down menu, its toggle cannot be disabled;

  • If the toggle for the required lead conversion type is disabled, such type cannot be selected in the Default customer type for lead conversion drop-down menu.

Conversion settings

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  • Default customer type for the lead conversion:

    • Create active customer and invoice - after converting a lead to a customer, the status of the new customer will become Active and an invoice will be created. This option is used by default;

    • Create active customer - after converting a lead to a customer, only the status of the new customer will be changed to Active;

    • Create active customer and proforma invoice - after converting a lead to a customer, the status of the new customer will become Active and a proforma invoice will be created;

  • Default won status - the default status that will be set for the lead after conversion.