> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Conversion

> Convert a qualified lead into an account in one click

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.

## How to Convert

<Steps>
  <Step title="Open the Lead Drawer">
    From the Leads table, click any row to open the drawer.
  </Step>

  <Step title="Open the More Menu">
    In the drawer header, click the **⋮** (more options) menu.
  </Step>

  <Step title="Click Convert to Account">
    Select **Convert to Account**. A confirmation dialog appears: *"This will convert {company} into an account. This action cannot be undone."*
  </Step>

  <Step title="Confirm">
    Click **Confirm**. The lead is converted, the drawer closes, and a toast confirms success.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## What Carries Over

Conversion migrates everything related to the lead onto the new (or matched) account:

| Data                                                            | Migrated |
| --------------------------------------------------------------- | -------- |
| **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**.

## 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.

<Tip>
  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.
</Tip>

## 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

## 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

## Next Steps

<CardGroup cols={2}>
  <Card title="Accounts Overview" icon="building-2" href="/accounts/overview">
    Account types, sources, and management
  </Card>

  <Card title="Contacts" icon="users" href="/accounts/contacts">
    Manage contacts on the new account
  </Card>

  <Card title="CRM Sync" icon="refresh-ccw" href="/integrations/crm">
    Push converted accounts to your CRM
  </Card>
</CardGroup>