DEALERSIP User Manual

Leads can be converted to contacts, marking a significant step in the sales process. Here's how the system handles converted leads:

• When a lead is converted, a new contact is created, and the lead is linked to that contact.
• Converted leads are locked for further edits to ensure data integrity. However, they can still be archived or unarchived.
• The main lead editor window does not allow archiving. Instead:
  • In Grid View, users can archive or unarchive a lead using the Archive column.
  • In Kanban View, users can click the archive icon on the lead card to perform this action.
• Converted leads are visually distinguished with a light red background, making them easy to identify.

Please refer to this link for more information on how deals work.