Lead records within SalesNOW track information about a potential business opportunity with contacts and/or companies. Once a lead has been qualified as an actual business opportunity, it can be converted into a deal and all the information stored on the lead record will be transferred to the new deal record. To convert a lead to a deal, follow these steps:
In the main tab menu or from anywhere within the application, click the Leads tab
Click on Lead Name of the lead that you would like to convert
Click convert to deal at the top right of the lead document
Notice that the lead is automatically converted into a deal and a number of additional fields appear, including: deal stage, probability and close date
Make any changes that you would like to this new deal record
Click Save & Close to save these changes.