📂 Category: Leads
In Buscoou PRO, converting a lead into a customer is a quick and automated process.
Step 1: Open the Lead Profile
- Navigate to Sales -> Leads.
- Click on the lead you want to convert.
- Wait for the lead details modal to open.
Step 2: Convert the Lead
- Click on the Convert to Customer button at the top.
- A conversion modal will appear, where the system will attempt to auto-populate certain fields such as:
- First Name
- Last Name
- Company Name (if applicable)
Step 3: Custom Fields & Merging Data
If the lead contains custom fields, they will also appear in the conversion modal.
-
You will have the option to merge these fields into the customer's profile:
✅ As custom fields in the customer profile.
✅ As database fields, depending on your system configuration. -
If you choose to merge data as a custom field and that field does not exist, Buscoou PRO will automatically create it.
Step 4: What Happens After Conversion?
Once the lead is converted into a customer:
✅ The lead will be automatically moved to the default "Customer" status.
✅ It will no longer appear in the Leads table (as leads with Customer status are hidden by default).
✅ If you want to view converted leads, you must apply filters in the Leads section.
⚠️ Important Note:
Do not rename the default system status "Customer" to something else, as this could cause confusion in the system.
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