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Convert Lead
Convert Lead
- Sun Nguyen (Unlicensed)
Owned by Sun Nguyen (Unlicensed)
To convert a Lead, you can click on the below button in the Lead List.
You can either choose to convert the lead into a Person or Company account
This action will open the Create account form popup where you need to input some more information to convert the lead into a new account, similar to Create Accountarchived.
If you would like to request an article, drop us a mail at seamless.support@seamless.insure