Convert a lead to a customer | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer
Publisher: Pixie Technologies LLC

How-to guide
Convert a lead to a customer

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to create a customer and contact from a qualified lead while carrying forward relevant information.

Audience: Authorised staff; Feature: Customer; Permission-aware; 

Where to goLead (https://pixiecrm.com/help-centre/topic/lead) → Convert to Customer (https://pixiecrm.com/help-centre/topic/customer)

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Create a customer (https://pixiecrm.com/help-centre/topic/customer) and contact from a qualified lead (https://pixiecrm.com/help-centre/topic/lead) while carrying forward relevant information. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Start from Lead (https://pixiecrm.com/help-centre/topic/lead) → Convert to Customer (https://pixiecrm.com/help-centre/topic/customer) and open the relevant record or view.

- Verify that the record is in the correct status and that you have permission to perform the action.

- Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing.

- Select the action described by “Convert a lead (https://pixiecrm.com/help-centre/topic/lead) to a customer (https://pixiecrm.com/help-centre/topic/customer)” and complete the displayed options.

- Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview.

- Verify the action and wait for the success message before leaving the page.

- Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome.

Settings to check

Company or individual nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Primary contactCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing and shipping addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Country, currency (https://pixiecrm.com/help-centre/topic/currency) and languageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer (https://pixiecrm.com/help-centre/topic/customer) groupCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff (https://pixiecrm.com/help-centre/topic/provider) and portal settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Search for duplicates first.

- Use a shared business email (https://pixiecrm.com/help-centre/topic/email) only when appropriate.

- Check contact permissions before sending portal access.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Configure customer contact permissions (https://pixiecrm.com/help-centre/configure-customer-contact-permissions)Add and manage customer contacts (https://pixiecrm.com/help-centre/add-and-manage-customer-contacts)Mark leads as lost or junk (https://pixiecrm.com/help-centre/mark-leads-as-lost-or-junk)Create a web-to-lead form (https://pixiecrm.com/help-centre/create-a-web-to-lead-form)Configure lead email integration (https://pixiecrm.com/help-centre/configure-lead-email-integration)