We are thrilled to be back with a new release of ToolsonCloud CRM. In this release, we have released a new feature that lets you convert a Lead to a Contact in CRM.

Read on to learn more about this update…

Need for this?

Based on our conversation with customers, there are instances where the users have added the leads and once they are converted they do not want to take the pain to create another Contact. While creating another Contact doesn’t take much of a time, but if there are lot of Leads and it is a regular process, then it becomes redundant for the user to keep entering the same form data again and again to create a Contact. 

We do have a feature to convert Lead to Deal, however a feature to convert Lead to Contact was missing until now. Hence, there was a need for a feature to allow users to quickly convert a Lead to a Contact.

What’s new?

With the latest release, users will now get an option to convert a Lead to a contact.

This option will be available as dropdown option in the 3 dot menu option in Leads detail page.

Once the user clicks on the option titled “Convert Lead to Contact”, they will get a prompt to confirm their action.

Once the user confirms, system will create a CRM contact with the same data present under the CRM Lead. Users can visit the People Contact page to view the newly added contact.

I hope this feature will help you improve your productivity. Do let us know your feedback…