How to…Convert a Lead to an Account

If you add a Lead to BuddyCRM, the record card will have a blue theme.

lead record card shown in BuddyCRM

Should you wish to convert a Lead to an Account, click the back arrow iconĀ at the top right-hand side of the record card and this lead will be converted to an account. Remember to push Save in the popup box to complete the conversion.

convert a lead to an account in BuddyCRM