Conversion is the processing of leads, as a result of which they can be turned into other, basic elements of CRM, for further work with them. In this way, you form a client base, taking into account real buyers, in order to sell your products and services to them.

In CRM, you work with the lead according to certain stages. Complete processing is the logical end of work on it. And also the beginning of conversion of the lead to other elements of CRM.

You can complete the processing of the lead using the scale of stages.

So, as a result, you need to select how to mark the lead in your base.

Qualified lead will turn into your client, to whom you can sell a product or service.

Deals, contacts and companies can be created based on such a lead. You just need to decide which elements and in which combinations you need them.

After successful processing, the lead card will look like this.

Unqualified lead will not become your client and will not be added to your clients base. For such a lead, you can outline the reason why it happened. For example, there was an untargeted appeal, incorrect contact details, no response for 3 days, selected a competitor or something else.

Buttons for evaluating the quality of the lead are also available directly in the card. That is, you can also use them. Select the way of working with lead that you like best😉

After processing an unqualified lead, its card will look the following way.

So, we have already said that deals, contacts and companies can be created based on a qualified lead. When converting, you need to specify which elements and in which combinations you need them.

Uspacy offers the following options:

For example, let's consider the most complete conversion option - Deal + Contact + Company. We have all the fields filled out in the lead card and there is enough data to create new CRM elements based on them.

So, first the conversion into a deal takes place. After clicking the Create button, you will need to select the funnel where the deal will be placed, as well as define its stage.

The newly created deal duplicates the name of the lead.

Its card will display related contacts and companies if they are also created by using conversion, as shown in our example. Otherwise, these fields will be empty and can be filled out manually at any time.

Also, as a result of converting a lead into a deal, the comment and source are transferred to the card.

The newly created contact will have the first and last name specified for the lead in the title.

The card in the About contact block will contain personal data transferred from the converted lead. Such data includes first name, last name, middle name, position, social networks, phone number and email address.

The card will also display the companies connected with the contact if they are also created by conversion, as shown in our example. Otherwise, this field will be empty and can be filled out manually at any time.

The comment and source are also transferred to the contact card.

The newly created company will duplicate the company name that was specified in the corresponding field of the lead.

The card in the About the company block will contain data transferred from the converted lead. Such data includes name, social networks, phone number and email address.

Also, the card will display a contact connected with the company, if it is also created by conversion, as shown in our example. Otherwise, this field will be empty and can be filled out manually at any time.

Also, the comment and source are transferred to the newly created company.

As a result of the conversion, you can transfer the information from the custom fields of the lead to the newly created elements. How to do it correctly?

🟣 Create the required field in the contact, company or deal, which will fully correspond to the field from the lead. Namely, it will have similar parameters:

1. Field ID

2. field type and value of options for selection (if the settings require it, such as, for example, for the List type)

3. multiplicity of the field

🟣 Next, just convert the leads according to the procedure.

And get the necessary information in the corresponding fields.

If you have additional questions or you need to contact the support, send a request to this email [email protected]