¶ Lead convert settings
¶ Overview
¶ 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.
The 'New (with proforma invoice)' option becomes visible only after enabling Proforma invoices under Config → Integrations → Main modules:
NOTE:
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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
Activeand 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
Activeand a proforma invoice will be created;
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Default won status - the default status that will be set for the lead after conversion.