Convert a lead to a customer

When a lead becomes real business, convert it. In one step Florio creates the customer (or links an existing one) and opens the first piece of work, so you go straight from inquiry to a live event or order without re-typing anything.

Before you start

• The lead should be Qualified, though you can convert from any open stage.
• Decide whether this is a brand-new customer or someone you already have on file. Linking an existing customer keeps their whole history on one record instead of splitting it.

Steps

1. Open the lead and click Convert lead.

2. Choose the customer. New customer builds one from the lead’s name and contact details. Existing customer lets you search for someone already on file and attach this work to them.

   Screenshot from a demo workspace; data illustrative.

3. Under Create an opportunity, pick what to start:

   • Event for a wedding, gala, or party. You name the Occasion.
   • Order for a floral order.
   • Maintenance for a plant-care contract. You give it a Site name.
   • Service call for a field-service visit. You give it a Call title.
   • Existing record to attach the lead to work that already exists, by Record type and Record number.
   • None to create just the customer, with no work yet.

4. Optionally set a Contact for the new work: pick New contact, an Existing contact, or No contact.

5. Click Convert lead. Florio creates the records and takes you to the new event, order, or customer.

Good to know

• Converting is not destructive. The lead moves to the Converted stage and keeps a Converted to link to whatever it produced, so the trail from inquiry to booking stays intact.
• Choosing Existing customer is how you avoid a duplicate when a past client comes back with a new inquiry. The new event or order simply joins their record.
• Pick None when you want the relationship on file before there is any work, for example a referral you will nurture.
• Where this fits: Leads and customers.