Can I convert leads to projects or field service jobs?
Absolutely! Heffl seamlessly converts leads into deals, projects, or field service jobs with one click. All lead information, chat history, and activities transfer automatically to maintain complete customer context.
Heffl's unified platform allows smooth conversion between different business processes:
Conversion Options
- Lead to Deal: Move qualified leads into your sales pipeline
- Lead to Project: Convert service inquiries into managed projects
- Lead to Field Job: Create scheduled service appointments
- Lead to Client: Transform closed leads into ongoing customer relationships
What Transfers Automatically
- All contact information and custom fields
- Complete WhatsApp conversation history
- Activity timeline and notes
- Attached files and documents
- Team assignments and permissions
Conversion Process
- Click "Convert" button on any lead page
- Choose destination: Deal, Project, or Field Job
- Select appropriate templates or stages
- All data transfers instantly with full context
Business Benefits
- No data re-entry or information loss
- Seamless customer experience across touchpoints
- Complete audit trail from inquiry to completion
- Unified reporting across all business processes
