Convert a qualified lead into a contact, company and deal
Short answer: Open the lead and choose Convert lead. PVology creates the contact, finds or creates the company, and can create a deal in the first stage of your pipeline, without retyping anything. The lead's history moves with the person.
Verified for PVology 0.30.0 · updated 2026-10-11
Before you start
You need a CRM role that can create records (Sales Representative, Sales Manager or CRM Admin).
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