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Convert lead to opportunity

A qualified Lead is converted into a Contact, Company, and Opportunity in a single atomic operation.

When this happens: You click Convert to Opportunity on a Lead detail page.

Step by step

  1. 1

    Click Convert to Opportunity on a qualified Lead.

    EasyCRM shows the Conversion Wizard with three sections.

  2. 2

    Section A — Company: Create New Company (pre-filled with Lead's Company Name) or Link to Existing Company (search/lookup).

  3. 3

    Select Create New Company Reviews and edits pre-filled Company fields (Name, Domain, Industry, etc.).

  4. 4

    Section B — Contact: Create New Contact (pre-filled with Lead's Name, Email, Phone, linked to the Company from Section A) or Link to Existing Contact.

  5. 5

    Select Create New Contact Reviews pre-filled fields.

  6. 6

    Section C — Opportunity: Opportunity Name (default: [Lead Name] - Opportunity), Pipeline Stage (default: Qualified), Expected Close Date (default: today + 30 days), Amount, Owner (default: Lead's owner).

  7. 7

    Fill in Opportunity fields. Clicks Convert.

    EasyCRM checks all three sections. Required: Company Name (or existing Company selected), Contact First/Last Name, Opportunity Name, Stage, Expected Close Date. Executes atomically in a single transaction: a. EasyCRM creates (or links) Company. B. EasyCRM creates (or links) Contact, associated with the Company. C. EasyCRM creates Opportunity linked to Contact and Company. D. Transfers all Lead activities to the new Contact and Opportunity. E. EasyCRM archives the Lead:. Links to Contact/Company/Opportunity IDs. EasyCRM sends notification to owner: Lead [Name] has been converted to Opportunity [Opp Name] EasyCRM takes you to the new Opportunity detail page. Toast: Lead converted successfully.

Other paths

Link to existing company

If selects Link to Existing Company EasyCRM shows a searchable Company lookup. Select an existing Company. Section B Contact lookup is scoped to that Company's contacts.

Link to existing contact

If selects Link to Existing Contact EasyCRM shows contacts belonging to the selected Company. If Lead's email matches a contact, that contact is highlighted. Select an existing Contact.

Duplicate warning during creation

Create New Company selected, but a Company with the same name exists. Warning shown (non-blocking). Create New Contact selected, but a Contact with the same email exists in the target Company. Warning shown (non-blocking). Can proceed with creation or switch to Link to Existing

Lead has no company name

Section A Create New Company is empty. You must type a Company Name or switch to Link to Existing

Lead has no email

Contact created without email. Contact is flagged as Incomplete after creation.

If something goes wrong

Lead not qualified

Lead status is not Qualified Convert button is disabled (grayed out) with tooltip: Lead must be Qualified to convert Admin can override: Convert button is available regardless of status for Admin role.

Lead already converted

Lead has and status = Converted Displays: This lead has already been converted Shows links to the existing Contact, Company, and Opportunity.

Transaction failure

Any step in the atomic operation fails (e.g. Duplicate email block within Company). Entire conversion is rolled back. EasyCRM shows: Conversion failed: [specific reason]. No records were created

Good to know

  • Conversion is atomic — all or nothing.
  • Lead Company Name is free text; actual Company record is created/linked during conversion.
  • Activities are transferred from the Lead to both the new Contact and Opportunity.
  • Archived leads remain queryable for reporting but do not appear in active views.
  • Only "Qualified" leads can be converted (Admin override available).