Can I convert leads into projects?
Yes. Convert a qualified lead into a deal, then create a project from the deal when you are ready to deliver the work. Review the linked customer information and project details during the handoff.
Heffl's unified platform allows smooth conversion between different business processes:
Conversion Options
- Lead to Deal: Move qualified leads into your sales pipeline
- Deal to Project: Turn the qualified opportunity into a managed project
- Lead to Client: Transform closed leads into ongoing customer relationships
Information to Review During the Handoff
- All contact information and custom fields
- Complete WhatsApp conversation history
- Activity timeline and notes
- Attached files and documents
- Team assignments and permissions
Conversion Process
- Open a qualified lead and choose the option to convert it to a deal
- Create a project from the deal when ready
- Select appropriate templates or stages
- Review linked records and complete the project details
Business Benefits
- Less data re-entry through linked customer records
- Seamless customer experience across touchpoints
- Complete audit trail from inquiry to completion
- Unified reporting across all business processes
