Convert incoming leads into qualified opportunities and link architectural accounts
What this does
Captures raw inquiries from website contact forms, showroom visits, phone calls, and consultant tenders, allowing sales managers to qualify project scopes and convert them into active pipeline opportunities.
Before you start
- Leads feature enabled in CRM › Configuration › Settings.
Steps
Important
Converting a lead preserves all original email exchanges, WhatsApp chat logs, and uploaded PDF drawings inside the new opportunity's chatter.
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01
Open CRM › Leads to inspect the incoming queue of unqualified inquiries.
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02
Review customer requirements: project location, profile series preferences (e.g. thermal break aluminium, folding doors, curtain walls), and estimated budget.
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03
Click Convert to Opportunity at the top left of the lead form.
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04
In the conversion wizard, choose the conversion action: Convert to opportunity or Merge with existing opportunities.
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05
Assign the responsible Salesperson and Sales Team (e.g. Residential Villas Team or Commercial Projects Team).
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06
Select the Customer handling option: Link to an existing customer (searched by phone/tax ID), Create a new customer, or Do not link to a customer.
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07
Click Create Opportunity to generate the pipeline deal card and schedule the initial technical survey.
Common mistakes
- Creating duplicate customer records during lead conversion instead of linking to existing contractor accounts.
- Converting leads without verifying contact phone numbers and project site addresses.
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