Leads and sales pipeline
Convert a lead to a customer
Practical Pixie CRM instructions for convert a lead to a customer, including where to go, what to check and how to confirm the change saved correctly.
Where to goLead → Convert to Customer
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for convert a lead to a customer, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Lead → Convert to Customer in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Lead identity, Company or individual name, Primary contact, Customer group.
- Then check Assigned staff, Duplicate customer check. Use verified information and do not fill optional values with placeholders.
- Complete Convert a lead to a customer using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Lead identity
Company or individual name
Primary contact
Customer group
Assigned staff
Duplicate customer check
Checks before you finish
- Check lead owner, source and current stage.
- Keep contact details and next action current.
- Rule out duplicate customers before conversion.
- Verify pipeline stage and activity afterwards.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.