Convert a Contact to a Lead

OBJECTIVE

To convert an existing Contact in your Contacts List to a Lead 

BACKGROUND

Contacts within ConstructionOnline are referred to as Users, and are divided into five categories: Company Employees, TeamLink Users, ClientLink Users, Basic Users and Leads. A first name, last name, and email address are required information for adding a user.

THINGS TO CONSIDER

  • Opportunities can only be created for/related to Leads.
  • Badges will appear beside Contact names in your All Contacts list to denote whether they are a Company user, Company Admin, ClientLink user, TeamLink user or Lead.
  • Only Basic Contacts and ClientLink Contacts can be Converted to Leads

STEPS TO CONVERT A CONTACT TO A LEAD

  1. Navigate to Contacts via the Left Sidebar
  2. Right click on the Contact you wish to convert to a Lead
    1. Only Basic Contacts and ClientLink Contacts can be Converted to Leads
  3. Select "Convert to Lead" 
    1. This will open the Convert to Lead window
  4.  Enter any additional information and click Save 
    1. A Star Badge will appear next to the Contact 

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.