How to Convert Deal to Lead in Tenacious Sales - CRM?

Once Deal formed then it can be converted to lead also from tenacious sales account as an admin or salesperson.

Few simple steps to convert lead from deal:

  • Log in to tenacious sales account as an admin or salesperson
  • Go to Deal
  • List of deal will be displayed
  • Click on Edit for particular Deal
  • Particular deal will be open
  • Click on Deal to Custom Lead
  • Click on Save

Particular deal will be converted to lead successfully. Admin or salesperson can monitor particular converted lead from “All Lead”.

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