How to Convert Leads in Vryno CRM
There are two ways to converting a Lead in Vryno CRM:
- Lead Conversion from Lead’s Module
- Lead Conversion from individual Lead Records
Lead Conversion from Lead’s Module
Follow the steps below to convert a Lead from the Leads Module:
Step 1: Log in to your Vryno CRM account
Step 2: Go to Leads Module
Step 3: Choose the lead you want convert and Click on the dropdown next to its Edit Button, and then click on the Convert
Step 4: Now you’ll be redirected to the Lead Conversion Page, here the system will fetch information (the information fetching process can be customized from Lead Conversion Mapping Page, click here to know more) from the Lead’s Record and create a Contact, and an Organization
You can also create a Deal by clicking on the checkbox with the Label (Create a New Deal for this Lead)
We understand the Organizations can have a separate Pre-Sales & Post Sales Team, and to sort this out, you can change the owner of the records created post conversion, i.e. Contact, Organization, and Deal from the section at the bottom with the label
Once you’ve added all the information, click on Convert button
Step 5: Lead is now converted into a Contact and Organization, and a Deal associated to both has been created
Lead Conversion from individual Lead Records
Please follow steps below to convert individual Leads:
Step 1: Login to Vryno CRM
Step 2: Navigate to the Leads Module
Step 3: Click on the Lead you want to convert
Step 4: Click on the Edit dropdown and then click on Convert
Step 5: Now you’ll be redirected to the Lead Conversion Page, here the system will fetch information (the information fetching process can be customized from Lead Conversion Mapping Page, click here to know more) from the Lead’s Record and create a Contact, and an Organization
You can also create a Deal by clicking on the checkbox with the Label (Create a New Deal for this Lead)
We understand the Organizations can have a separate Pre-Sales & Post Sales Team, and to sort this out, you can change the owner of the records created post conversion, i.e. Contact, Organization, and Deal from the section at the bottom with the label
Once you’ve added all the information, click on Convert button
Step 6: Lead is now converted into a Contact and Organization, and a Deal associated to both has been created
