Convert a lead to a contact and deal

Updated 31 May 2026·5 min read

How to convert a qualified lead into a contact, company, and deal in TatvaCRM. Step-by-step instructions, what gets created, the one-way nature of conversion, and undo options.

Conversion is the moment a Lead graduates from “maybe” to “real opportunity.” This page walks through how it works, what gets created, and how to avoid the most common mistake (converting too early).

The 30-second version

Open the Lead → click Convert → confirm what gets created (Contact, Company, Deal) → done. The original Lead is marked Converted and steps out of the Leads list.

When to convert

Convert when one of these is true:

They paid you (mandate fee, advance, first invoice)
They signed something (contract, mandate letter, MOU)
They started a real trial / pilot
You’re confident enough to forecast revenue from them this quarter

If none of those are true, don’t convert yet. Keep working the Lead through its stages first. See Lead vs Contact for the full decision rule.

How to convert, step by step

Open the Lead detail page
Click the Convert button (top right)
The Convert dialog appears with three sections:
- Contact — auto-filled with the Lead’s name, email, phone. Edit if needed.
- Company — option to either create a new Company (auto-filled from the Lead’s company name) or link to an existing Company (search box).
- Deal — option to create a Deal, with fields for name, value, expected close date, pipeline, and starting stage.
Review the auto-filled values. Fix anything that’s wrong.
Click Convert. TatvaCRM creates the Contact, Company (if requested), and Deal — all linked.
You’re taken to the new Deal’s detail page automatically.

What gets created on conversion

Record	Always?	Notes
Contact	Yes	Always. Name, email, phone, lifecycle stage = Opportunity.
Company	Optional	Only if you tick the box. If you skip, the Contact has no Company link.
Deal	Optional	Default: yes. If you’re converting someone you expect to buy something specific.

Skipping the Deal at conversion

Sometimes you want to convert a Lead to a Contact without creating a Deal — e.g. they’re becoming a referral partner, not a customer. Uncheck the Deal box during conversion. You can always create a Deal manually later if it turns into one.

What happens to the original Lead?

Stage is set to Converted
The Lead is hidden from the default active-leads view (but still searchable)
Activities and notes from the Lead are linked to the new Contact’s timeline
The original Lead record remains in the database for audit history

Conversion is one-way

Once you click Convert, you cannot un-convert. The Lead stays in the Converted state forever. You can delete the new Contact / Company / Deal — but the original Lead doesn’t come back to active life. If you converted by mistake, treat the new Contact as the source of truth going forward, and add a note explaining the mistake.

Bulk converting multiple Leads

For trade-show follow-ups or webform batches, you can convert multiple Leads at once:

Filter the Leads list to the ones you want to convert
Select with checkboxes
Bulk action → Convert
Pick the default settings — typically: create Contact (yes), create Company (yes, from Lead’s company name field), create Deal (no — let reps create individually)
Confirm

Common questions

“The Lead’s company already exists as a Company record. What happens?”

On conversion, TatvaCRM detects the match (by Company name or GSTIN) and offers to link the new Contact to the existing Company instead of creating a duplicate. Always pick “link to existing” when it matches.

“I don’t know the deal value yet at conversion. Skip?”

Put your best estimate, even if it’s rough. A deal with no value can’t be forecasted, and you’ll forget to update it. ₹50,000 placeholder is better than blank.

“Where do I see all converted Leads?”

Filter the Leads view by stage = Converted. Useful for understanding which Lead sources actually convert vs which just generate noise.