On the Flex platform a Lead can be converted into a Project making a clear workflow from first contact with a customer through to completing a Project.
Leads are created when a customer interacts with the online design tool or can be added manually.
Follow the steps below to convert the lead into a Project to move it onto the next stage in the customer cycle:
- On the Leads tab on the Flex platform select the lead from the list.
- Select the option Lead Details from the top toolbar.
- In the tab Contact Information select Convert Lead from the toolbar.
- You will now be required to add the Contact details, you can either select New Contact and add the details or select the tab Existing Contact to search for the Contact from the list.
- Once you have entered the contact details select Link in the bottom right of the window.
- You will see a window Link Project select Yes. Again you can start a New Project or select Existing Project to link to a project that has already been created.
For a New Project give the Project a name and add any other details and select Link in the bottom right corner.
Or
Select the tab Existing Project and select the Project from the table and select Link in the bottom right corner.
- Your Lead has now been converted into a Project and the status will have been updated to Converted.