How To Convert a Lead To Deal

In a typical sales process, there are three stages which has to be gone through before a prospect is converted to a customer.

• Acquiring the Lead.
• Converting the lead to a deal.
• Processing the deal.

'Leads' signifies a person or an "entity" who has expressed interest in your product or service. When you contact your lead and initiate the business process, you make a "Deal".

In time, you will have a queue of open leads in your Distributed Source account. Before you initiate any business communication with a "Lead", you should first convert the "Lead" to a "Deal" and then start your sales cycle.

This article shows you how to convert a lead into a deal:

1. Login to your Distributed Source account.

2. Go to the 'Leads' tab. All the leads which are a part of your account will be displayed here.

3. Click the lead which you want to convert into a deal.

4. In the lead-detail page, a lot of options will be displayed under the 'Actions' label.

5. Click on the '+Convert' button.

6. A pop-up confirming the conversion of lead to deal will appear on the page.

7. Click on the 'Ok' button.

8. The lead will now be converted into a "Deal" and you will be taken to the deal-detail page of the converted lead.

Got questions? Post a comment below or write to us at support@distributedsource.com