Converting a lead into a customer

When you change a lead's status to Converted, LeadArc automatically creates a matching Customer record — you don't have to re-enter their details.

What carries over

• Name, mobile, email, company
• The full activity/notes history from the lead
• A link back to the original lead, so you can always see how they were acquired

From here, the customer record is what you'll attach quotations, invoices, and future follow-ups to — the lead itself becomes a historical record of the deal that won them.