When a lead is ready to become a customer:
-
Open the Lead profile
-
Click Convert to Customer
Axesin CRM will:
-
Create a Client record
-
Add the Primary Contact
-
Keep the lead history for reference
This ensures clean and structured sales data.
Search Knowledge Base Articles
Converting a Lead to a Customer
Did you find this article useful?
Related Articles
-
What is a Lead in Axesin CRM?
Overview A Lead is a person or business that has shown interest in your services but is not yet a cu... -
How to Create a New Lead
Steps to add a Lead Go to Sales → Leads Click New Lead Enter: Name Email Phone nu... -
Managing Leads & Follow-ups
You can manage leads by: Updating Lead StatusExample: New → Contacted → Qualified ...