You can convert any list of Leads into Accounts and Contacts, with an option to create Opportunities, in just a few clicks. To do this:
- Identify the Lead records you wish to convert, by using a suitable filter. You can use Apsona's standard filtering tools for this
- Click Tools - Convert all.
- A popup window appears. From this popup, you can:
- Choose the owner (user) of the converted Lead records by selecting the user from the Owner drop-down.
- set the Converted Status of the resulting Contact records.
- Create Opportunity records if required.
- Send a notification mail to the owners of the new Leads.
- See the number of Leads which will be converted to Contacts.
Adding Leads to a Campaign
Using the Tools - Add to Campaign menu item, you can similarly add all the Lead records in the filtered list to a selected Campaign with one click.