Turning a lead into a project
Qualifying and converting are two separate steps. What converting creates, and what blocks it.
Converting a lead creates a project from it. The account, the contact and your notes carry over. The lead leaves the pipeline board for the Converted tab, with a link to the new project.
Qualifying and converting
Moving a lead to Qualified marks it as a good fit. That’s all it does.
Converting is a separate click: Convert to Project on the lead’s card or in its row menu. Only Qualified leads show that button.
Project type
Convert to Project asks which kind of project to create.
Type | What it creates |
|---|---|
Project with offer | A project in Draft with an empty offer attached, carrying your workspace’s default deposit percentage and tax settings |
Simple project | An Active project with no offer, ready to invoice |
See Building and sending an offer and Simple projects.
What blocks converting
The lead isn’t Qualified. Move it to Qualified first.
You’re at your plan’s active project limit. Mark a finished project as completed, or move up a plan. See Plans and limits.
Both kinds of project take a slot against the limit.
