Lead convert settings
Lead status conversion type
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Active (without invoice) - enable/disable the lead conversion type in the Conversion settings section to choose;
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Active (with invoice) - enable/disable the lead conversion type. This option is used by default;
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New (with proforma invoice) - enable/disable the lead conversion type.
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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;
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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:
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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.