- Head to the Main Menu.
- Click Enquiries.
- Click the pencil icon for the Enquiry you wish to convert.
- Click the ‘Convert to Contact’ button at the bottom right-hand side of the screen.
- You can look through the Contacts with similar details on the drop down menu.
- If there are no matches, click ‘Create Contact’.
- Fill out the fields within the Contact page.
- When finished, click ‘Save’.
- If you would like to continue setting this up into a Lead, click ‘Add Lead’.
