Turning a lead into a project

Converting a lead turns it into a project. The project name, the account and the person of contact carry over. You can convert a lead once it is Qualified.

Qualifying and converting

Qualifying and converting are two separate steps. Moving a lead to Qualified marks it as a good fit, and nothing else changes. The lead stays on the board until you convert it.

Only Qualified leads show the Convert to Project button. To qualify a lead, drag its card to the Qualified column, or open it and set the Stage to Qualified. See Tracking leads in your pipeline.

Convert a lead

1. Go to Leads and find the Qualified lead.

2. Click Convert to Project on its card on the board, or on its row in the list.

3. In the What kind of project? dialog, choose Project with offer or Simple project.

4. Check the project details. Billow fills in the name, the account and the person of contact from the lead.

5. For a project with offer, click Save as Draft or Next: Deliverables. For a simple project, click Create Project.

The lead moves to the Converted tab. Its row there shows the project’s status and a View project button.

Project types

You can add an offer to a simple project later. See Building and sending an offer and Simple projects.

The converted lead

The lead’s details and notes stay with it. To see them, open the lead from the Converted tab. The page shows:

This lead was converted to a project and is now read-only.

Everything you change from then on happens on the project.

What blocks converting

At the limit, the project form shows:

You’ve reached your plan’s limit of [number] active projects. Complete a project or upgrade your plan to convert this lead.

Projects in Draft, Offer Pending and Active count toward the limit, so both kinds of project take a slot.