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Convert leads (generate new CRM records)

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You can easily convert your Bitrix24 CRM leads to contacts, companies or deals (or to multiple entities at the same time) keeping leads both default & custom fields values & activities converted.


How to convert a lead:

There are 3 ways to convert a lead:

A. From the leads list – with the help of “Generate” option in the actions menu:



B. From the leads list – via status change (final status "complete lead" - generate):




C. From the lead’s form page:



Conversion steps:

1. Click “Generate”.

2. Choose CRM record type you'd like to create - it can be lead to contact conversion, lead to company, lead to deal or lead to multiple records combination.

That's it. The system will perform the conversion automatically. 

If your leads have custom fields

If the lead has any custom fields that the chosen CRM record type does not have (e.g. you have lead custom field “interests”, but the contact form doesn't have it) – you will get the following message when performing the first conversion:



The form will show the custom fields which will be added to the new CRM record. The system will create new custom fields for this CRM record type (e.g. leads custom fields will be added to contact form) & you won’t see this message next time you perform same type of conversion.

Required fields

If the lead form has insufficient data to populate new record's required fields (e.g. your lead does not have fields “last name” & “first name” filled - required for contact form) - you will get the following message & will be redirected to “edit CRM record form” page:



Add required values & continue. 

Deal Preferences

If you have multiple pipelines configured for deals, the system will ask you to choose pipeline the lead will be converted to. 


Activities conversion

Lead’s Activities will be converted to new CRM record too – you will be able to find them in the new record’s details page under My Activities:



Converted Lead


Important: you can delete converted lead, but in this case you won’t able to work with activities converted to new CRM record.

Several CRM records  can be created from the same converted lead (it won’t be locked after first conversion).

All new CRM records generated from the lead can be found in the corresponding sections in the lead's details page: contacts, companies, deals.


Duplicate control

As converted leads are not locked, it may happen that your sales team converts same lead to the same CRM record type several times (e.g. lead converted to several identical contacts) - if that was not done in purpose, you can use Duplicate control option to find & merge duplicates.




Search for duplicates by field - and choose if you'd like to merge or skip duplicates. To roll out the duplicates results - click plus (+) tab:



Please note that CRM user should have Access Permissions configured to be able to access duplicate control option (access to "delete" action).

 
Important: CRM records conversion option is available for Bitrix24 Plus, Standard or Professional plan subscribers. 
 

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