If the information is not required, we ask that you fill out as much as you know, and as you learn more about your potential that new information needs to be entered in. The more we know, the better the sale will go

At the bottom of the page, you will see the field attachments, this is for any documents relating to that lead. These attachments will follow through when your potential becomes a contact.

If you have met with your lead and you feel as they are qualified and ready to move to the next phase in the sales journey, you are going to convert them

When you click on edit lead

And scroll to the bottom of the page

You will find the convert checkbox, click this box and hit the submit button

Ignore this screen when you see it

Your lead has now been converted to an account.