Converting leads to opportunities for Research and Development

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[Music] in this video we are going to discussing about how to convert leads to opportunity in auto-tagging CRM so we can directly come into the CRM module so here we can see the all creator leaves the solo demo data and this is Elliott I created earlier so you can check it how to create Elliott in the video the link above so after creating le we can convert it into an opportunity by clicking the convert to opportunity when our lead is conformed to convert the opportunity so we are converting this lead to opportunity by clicking it we can convert it to an opportunity so by this we can see there is two option that is convert to opportunity and merge with existing opportunity so I change it to convert to opportunity then we can create an individual opportunity or we can create an opportunity with that lead and further we have the same opportunity through the salesperson and it's corresponding sales team and here we can see the customer we can create a new customer from here or we can link an existing customer or we can we don't need to think about somehow you just enabled option or take the option don't link fsmo and here we can see merging with existing opportunities then we can see we can merge our existing opportunity by add lines or by selecting you can add it and then we can create the opportunity so we simply created the opportunity by converting the lead so now the lead is a qualified conduct we converted it to an opportunity and we can process our further activities and we can't market Adelaide as lost marques lost you can mark it as closed you can create an opportunity directly to converting and opportunity we can say that yeah linking exiting with them oh great opportunity and we can see the opportunity we created inside the my pipelines here you can see our created opportunities and this is how we creating or converting a live and opportunity in or rotating theorem thanks for watching this video if you are interested in knowing more about this or looking for any Auto implementation or customization in your business drop your request to info at Cypress s.com [Music]