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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: 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 contacts or sync to your CRM

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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 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

CRM Sync

Push converted accounts to your CRM