How to Convert Lead to Deal at the Time of Edit Lead in Tenacious Sales - CRM?

Once account is created with tenacious sales lead can be added to an admin or sales person account. Though that you can monitor the process and details about the lead. Once deal is done with particular lead admin or salesperson can convert particular lead to deal.

Follow below steps to convert lead to deal:

  • Login to tenacious sales account as an admin or salesperson
  • Go to All Leads
  • List of leads will be displayed
  • Click on Edit for particular lead
  • Mark on Convert to Deal
  • Click on Save

Lead will be converted to deal. Converted Deal can be monitored from “Deal” from Dashboard.

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