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When you believe that there could be an ongoing relationship of some type with the lead, you convert the lead to a company.
* '''Add more than one contact to the company''' – a lead can only have a single contact.
* '''Create a sales opportunity''' – a measurable business opportunity that can be tracked in your sales pipeline. You cannot associate a sales opportunity with a lead.
* '''Create a hierarchy of companies''' – representing a company, its subsidiary companies, branches, etc.
* Optionally, '''create an organization chart''' for the company to get a better understanding of the company and the sales opportunity.
* Optionally, enable the contact to access [[SmartSimple]] directly – if required. Leads cannot be enabled for login.
The “lead to company” wizard ensures that you do not duplicate an existing company or an existing contact.
[[Image:Eps17.png]]
2. Click the '''Convert to Company''' button.
[[Image:Eps18.png]]
The '''Company''' is checked for duplication.
[[Image:Eps119.png]]
Any possible duplication will be displayed in the bottom panel of the screen.
[[Image:Eps18.png]]
The new company screen is displayed.
4. Click the '''Save''' button.
The company is now created and the '''Lead Details''' button is added to the company screen. You can use this button at any time to display the lead that generated a company.
If the company was directly entered with a lead this button will not be displayed.
[[Image:Eps20.png]]
The lead is redisplayed.
[[Image:Eps21.png]]
The '''Company Details''' button has replaced the '''Convert to Company''' button, so you can switch back to the company record.
[[Image:Eps22.png]]
The '''Convert to Contact''' window is displayed.
[[Image:Eps23.png]]
Because we just converted the company there are no duplicate contacts listed.
[[Image:Eps22.png]]
The '''New Contact''' window is displayed.
[[Image:Eps24.png]]
* Use this screen to complete any [[Custom Fields|custom fields]] associated with contact data that is not associated with lead data.
