Lead to Opportunity Process

March 6, 2019

Lead to Opportunity Process

Lead Conversion is the process of converting a lead into an account, contact, and/or opportunity. Leads are typically generated from marketing events such as trade shows or mailing campaigns. Once enough information is gathered about a lead to qualify that lead as a potential opportunity, the lead can be automatically converted to an account and/or contact.

We have noted quite a bit of confusion about this process so we have taken the time to explain how this works in SugarCRM.

Click here to learn more about SugarCRM.

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