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Documentation Index

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When a lead is qualified and ready for the sales pipeline, convert it into an account. Conversion is a single confirmation — no wizard, no forms to fill in. The system handles the rest, including silent duplicate detection and migrating all related data.

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How to Convert

1

Open the Lead Drawer

From the Leads table, click any row to open the drawer.
2

Open the More Menu

In the drawer header, click the ⋮ (more options) menu.
3

Click Convert to Account

Select Convert to Account. A confirmation dialog appears: “This will convert into an account. This action cannot be undone.”
4

Confirm

Click Confirm. The lead is converted, the drawer closes, and a toast confirms success.
Lead conversion is a one-way operation. Once a lead is converted, it cannot be reverted back to a lead. The lead’s status automatically changes to Converted and is locked from manual edits.

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What Carries Over

Conversion migrates everything related to the lead onto the new (or matched) account:
DataMigrated
Primary contact and all related contacts✓
Company info (name, domain, address)✓
Custom fields✓
Tags✓
Research data (firmographic enrichment)✓
Intelligence (fit score, why-now signals, priority actions)✓
Email conversations, messages, and drafts✓
Attachments✓
Vector embeddings (so semantic search keeps working)✓
The new account is created with source: Lead Conversion and account type Customer.

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Silent Duplicate Detection

Conversion checks for an existing account by domain before creating a new record:
  1. Domain extracted from the lead’s website or email address
  2. Public mail providers excluded — domains like gmail.com, yahoo.com, outlook.com are not used for matching
  3. Same-domain account exists → the lead’s contact and data are linked to that existing account; no new account is created
  4. No match → a new account is created
This happens server-side without any prompt — you don’t have to confirm or resolve a match. If you want to prevent the merge, ensure the domains differ before converting.
If you converted a lead expecting a new account but it merged into an existing one, check the existing account’s Contacts tab — your converted lead’s data should be there.

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After Conversion

  • Lead status changes to Converted (this status is read-only — it can only be set by conversion)
  • Account appears in Growth → Accounts with source Lead Conversion
  • The original lead row is preserved with its history; click through to the linked account
  • The account is fully editable — add deals, more contacts, or sync to your CRM

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Adding Deals After Conversion

Deal creation is not part of the conversion flow. Once the account exists, open it and use the Deals tab to create one. See Deals.

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CRM Sync

If a CRM is connected, converted accounts can be pushed to your CRM:
  • Manually-created accounts (including converted leads) sync to Salesforce, HubSpot, Pipedrive, etc.
  • Contacts and deals sync alongside the account
  • Sync status is tracked on the account detail page

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Next Steps

Accounts Overview

Account types, sources, and management

Contacts

Manage contacts on the new account

Deals

Create deals on the converted account

CRM Sync

Push converted accounts to your CRM