How do I convert a Lead to a Quote, Invoice or Job? : Formitize Help Desk

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Modified on: Thu, 13 Apr, 2023 at 4:58 PM

In the Web Portal, CRM > Lead Pipeline > select the lead that you would like to convert > Blue Convert Button in the bottom right of the screen.

You can also select Action from the pipeline list to convert the lead.

In the app swipe left on a lead to use the actions

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