Frequently asked questions

shape
Leads
How to create a lead?Data exportHow to delete a lead?How to edit lead information?How to change lead's responsible person?What is lead conversion?
Sales management
How to create new deal?Events managementHow to delete a deal?Sales pipeline stages settingsEditing sales pipelineCreating sales pipelineAdding products to a dealProducts managementCreating sales through a cartSales stagnation settings
Companies and Contacts
Deleting company / contactData importCreating new company / contactDeletion of company / contact
Data import and export
How to import data?How to prepare data for import?
Features
Integration with your systemCustom fieldsWEB formGoogle Calendar integrationEmail statusConnecting IMAP/SMTPOffice 365 calendar integrationGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
Users management
How to delete user?How to change your password?My profileAdding new userHow to disable ability to change responsible person?
Security
Duomenų saugumas ir kopijosTwo-factor authorization (2FA)
INVOICES AND PAYMENT
Payment importHow to create an invoice
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period
Other
Restrictions on uploading filesData filtersChanging organization detailsMarketing listsQR code

What is lead conversion?

Lead qualification is first major step in sales. When you add lead to your lead list you probably don’t know what that lead wants and needs. That’s why you keep everything in Leads until you will know more about lead’s needs. At that moment when you feel you know lead enough to begin your sales process, you need to convert lead to deal and at the same time to company and contact.

We recommend that you convert lead. so that you do not have to enter the same data a second time when transferring lead to deal.

Converting lead to company, contact and deal

When you feel that you’re ready to make a sale, convert lead with one click to:

  • Company
  • Contact
  • Deal

You can choose what you want to convert :

  • Convert lead to company/contact, without creating deal. This means that everything you have in lead will transfer to newly created company/contact card. You will be able to create deal later.
  • Convert lead to company/contact with deal. This means that when you click convert to contact, company/contact card will be created and additionally deal will be created too. While converting, you can add deal name and chose deal stage. If you have not entered deal name, Spin CRM will generate deal name for you.