Once you save the prospect, a deal number will be linked to the lead and can be seen in DEALS.


NOTE: All transactions created in this deal will be linked to the internet lead. You need to create any transactions in the lead deal so that leads conversion statistics may be calculated. If a proforma or a sales order is created for the same client in another deal, the lead conversion will not be counted.


In the LEADS menu, the lead line changes to the converted status.