Can I convert a lead without creating a deal upon conversion?
Yes. You can convert a Lead without creating a deal upon conversion by selecting the Do not create a new Deal upon Conversion checkbox in the Convert Leads page.
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Can I convert a Lead to a Deal without creating an Account?
No. Converting a Lead to a Deal by default always creates an Account and a Contact (as in a typical B2B scenario).Lead Conversion and Deal Closure Prediction
Sales people work hard towards building a strong sales pipeline. By predicting which leads or deals will work and which ones won't, Zia prepares you for the best and the worst of your pipeline so that you can sell more and sell better. Zia predicts ...Converting Leads
Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...What happens to the open activities after lead conversion?
During lead conversion, open activities related to that particular lead get automatically associated with the corresponding account, contact and deal.What happens to the open activities after lead conversion?
During lead conversion, all the open activities related to that particular lead get automatically associated with the corresponding Account, Contact and Deal.