1. Do one of these:
– On Pipeline (Board view), drag the prospect's card to Live.
– On the prospect's page, set Stage to Live.
2. The Convert [name] to an account form opens.
3. In Convert [name] to an account:
– Account name is filled in with the prospect's name. Edit it if needed, for example to the legal business name.
– First location name defaults to "Main location". Rename it to something useful, such as "Building A breakroom".
– Primary contact (optional): pick the main person at the site.
4. Select Convert. The new account opens, and the prospect moves to Live. If conversion fails, the prospect stays at its current stage.
Created or moved | Details |
New account | Name, phone, website, industry (from category), billing address, assigned rep |
First location (Active) | Address, map position, site type, headcount (from employee count), assigned rep |
Contacts | Linked to the new account and location |
Site surveys | Linked to the location |
Open tasks and future appointments | Linked to the account and location (and still linked to the prospect) |
Activity history | Shown on the account and location timelines |
Install task | "New install: [location]" with the install checklist, due in 14 days, unless an open install task already exists |
Conversion doesn't create assets, sales, contracts or an install appointment. Add those yourself.
• Owners and Admins can convert any prospect.
• Users can convert prospects that are unassigned or assigned to them.
Conversion adds a customer. If you see "Customer limit reached for your plan," upgrade your plan. See [Plans, limits and usage].