LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Operations

Converting leads to accounts / opportunities

PreviousMerging duplicate leadsNextCreating and assigning tasks

Last updated 2 years ago

When a lead has real potential to buy from your business partner, you can convert it into an account or an opportunity in the LogixCRM.

1. Go to Leads on the top.

2. Search a desired lead and click its name to open its details.

3. Click Convert in the top right corner.

5. If there is no duplicate lead, click Continue to Convert and the following screen comes up.

6. Assign the lead to another user as a account manager (owner), set up the account name, account status, opportunity details, and create a new task.

7. Click Save to save the changes, and go to Accounts to check the new account.

Note: 1. The account name is the same as the lead name after converting, and it is not modifiable. 2. If you would not like to turn the lead into an opportunity at this stage, tick Do Not Create Opportunity.

Opportunities under an account

An account can have numerous opportunity names for different products. Create multiple opportunities for an account per the instructions below.

1. Click Accounts on the top.

2. Pick a desired account and click its name to open the details.

3. Go to the Opportunities section, and click New Opportunity to create a new opportunity name.

4. Repeat the Step 3 to create multiple opportunity names when necessary.

Take the account name Darren Harris, for example. The opportunity names for him could be like Darren Harris-Forex, Darren Harris-Stocks, and more.

4. You can find if there is any possible duplicate lead to avoid future confusion. Refer to for configuration.

Merging duplicate leads