Select a qualified lead below and use the Convert action to create a new Customer account from the lead's information.
Convert to Customer
View and manage deals across all pipeline stages. Use the Deals section to create, edit, or move deals between stages.
View deal distribution and value across all pipeline stages.
Analyze lead volume and conversion rates by acquisition source.
Review closed deals with win/loss outcomes and reasons.
Review customer accounts ranked by lifetime value and deal count.
Create and manage sales pipelines. Set a default pipeline and configure stage definitions as a JSON array.
Create Pipeline
View and manage the lead sources available when capturing new leads.
Assign CRM roles to users. Changes take effect on next login.
Configure default currency, date format, and other system-wide CRM preferences.