Converting an enquiry to a sales lead
Users can convert an enquiry into a sales lead using the following process:
- Open the enquiry.
- Select 'Convert to Sales Lead' from the 'Actions' drop-down.
- Confirm the choice ('Do you want to convert this enquiry into a sales lead? (Yes/No))
![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LJPVe3mytia1GTobJ4C%2F-LTwCUi4CzknWmD96LXi%2F-LTwC_F30vJOgVP3702e%2F123.png?alt=media&token=83eeed9c-fc5e-442e-a2dd-dfdfb5e621cd)
Once an enquiry has been converted into a sales lead, it will become non-editable, but will still display on the Enquiries index page list. The newly-created sales lead will display on the sales lead list on the Sales Lead page.
Users can determine whether a sales lead has an associated, original enquiry by selecting the 'Actions' drop-down on the new sales lead. If applicable, a 'View original enquiry' link will display in the drop-down and selecting this will bring the user back to the original enquiry.
![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LJPVe3mytia1GTobJ4C%2F-LOrX1FnhY_uMu2ATQYy%2F-LOrXKw6k-7J7sC0v5-H%2Fimage.png?alt=media&token=32fc8ac1-bb4c-4fc2-b195-dc2d4ce3f47d)
'View Original Enquiry' link, located in the Sales Lead 'Actions' drop-down