Create a new CRM entity from an existing one. For example, you can create a deal from a lead. New entities appear in the timeline.

Use this feature when you want to transfer customer data between CRM entities. For example, when a potential customer contacts you, you can create a lead. Once the customer is ready to discuss purchase details, you can create a deal and a contact from that lead.

1. Open a CRM entity.
2. Tap + in the bottom-right corner.
3. Select Create from source.

4. Select the entity you want to create.
5. Tap Continue.

If the new entity is missing fields required for data transfer, CRM will suggest creating them automatically.

6. Review the suggested fields.
7. Tap Continue to finish.

Entities you can create from a lead

You can create:

• Deal
• Deal + Contact
• Deal + Company
• Contact
• Company
• Contact + Company

When you create entities from a lead, the lead is converted and moved to the final stage.

Entities you can create from a deal

You can create:

• Estimate
• Invoice

Entities you can create from an estimate

You can create:

• Deal
• Invoice