Convert a qualified lead into a Customer account and optionally create a Contact record. Fill in the details below and submit to complete the conversion.
Create Customer & Complete Conversion
Manage contacts associated with a customer account. Use the filter below to scope contacts by customer.
View and manage deals by pipeline stage. Use the List View tab for advanced filtering and bulk operations.
Close as Won
Close as Lost
Activities with status Planned scheduled in the next 7 days assigned to you.
Update Status
Immutable record of all create, update, and delete operations across CRM entities. Read-only — entries cannot be modified or deleted.
Add, rename, reorder, or deactivate deal pipeline stages. Changes affect all deals immediately.
Add, rename, or deactivate lead source options used during lead capture.
Customize priority labels and colors used across the deal pipeline.
Manage CRM users and their roles. Deactivating a user removes their access immediately. Admin-only actions are restricted.