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Contacts

Convert a lead into an opportunity in Naffes CRM

When a lead is ready to talk about buying, one button in Naffes CRM turns them into an opportunity. The deal is created, the company is linked or created, and the contact moves to the Opportunity stage in a single transaction, so nothing is left half-made if a step fails.

Last updated2 min read

When to convert

Contacts in Naffes move through lifecycle stages: Subscriber, Lead, MQL, SQL, Opportunity, Customer, Evangelist and Other. Convert once need, rough budget and buying intent are confirmed, for example a prospect who attended a demo and asked for pricing.

Note

Before converting, open the contact's full page: if they already have an active deal, a banner shows its name, owner, pipeline, stage and age, even when you are not allowed to open it. That stops two deals for the same customer.

Convert step by step

  1. Open the contact

    On Contacts, click the name to open the contact drawer.

  2. Click Convert to deal

    The button sits in the drawer footer and opens the Convert to opportunity dialog.

  3. Enter the deal details

    Type a Deal name (required), such as “Gulf Freight, annual subscription”, then the amount, pipeline, stage and expected close date.

  4. Set the company

    Choose Use existing for the linked company, Create new company and type its name, or No company.

  5. Check the lifecycle stage and confirm

    Move contact to shows Opportunity by default. Click Convert; “Contact converted” appears and the new deal opens straight away.

After converting

  • The new deal is linked to the contact and company, and you can add more people and companies later, such as colleagues on the buying committee.
  • When the deal is won, its linked contacts move to Customer automatically.
  • Every lifecycle-stage change is recorded, though no screen shows that history yet.

For qualifying and routing leads, see lead management.

Questions

Questions 2

What if the conversion fails?

It runs as one transaction, so if “Conversion failed” appears, no deal or company is left half-created. Check the details you entered and your permissions, then try again.

Can I convert to a stage other than Opportunity?

Yes. Pick another stage in Move contact to before you confirm.