Select the Lead to be converted and click on the convert Lead to Opportunity icon.

The Convert Lead to Opportunity page opens up with three sections, Opportunity, Contact and Account information. The fields are prefilled. with the data obtained when the Lead was entered into the system.

Once a Lead is converted, it can no longer be viewed or edited as a Lead.

Changes or additions to the Opportunity fields can be made at this stage. Should you want to add a name to the Referred by field, click on the icon found next to the field. The Contact for this field should already be an existing in the system.

With the help of the choose Contact pop up, select the Contact and click on it. The selected name gets automatically filled in the Referred by field.

The Contact name recorded when the Lead was created shows up in this section. Contacts at the Lead stage do not show up in the Contacts list until the Lead is converted to an Opportunity.

You also have the option of adding an existing Contact from the system. Click on the radio button found next to Discard Contact from Lead and use existing Contact and then click on the icon found next to the box. The Contact recorded at the Lead stage will be discarded.

The new Contact can now be selected from the choose pop up window. Clicking on the Contact automatically enters it into the Discard Contact from Lead and use existing Contact box.

The Account information entered when the Lead was created, shows up in this section. Just as in Contacts, the option of creating a new Account from the Lead can be chosen.

Alternatively, the Account can be discarded and an existing Account from the system can be selected similar to the way the Contact was discarded and a new Contact was selected.

After all the information is filled in, click on the Convert button for the Lead to become a new Opportunity.

The Lead shows up as an Opportunity and can be viewed in the Opportunities list page. The Opportunity, Contact and Account details can be viewed in their respective child entities.