Conversion, assignees, and post-conversion editing

The option **Allow conversion of Leads** enables the action that transforms the Lead into a Contact. team member also requires the appropriate Leads and Contacts permissions.

Last updated 13 days ago

When Automatically transfer owners during conversion is enabled, the owners of the Lead become the owners of the new Contact. The Staff assigned to the Lead are transferred, so please review the list before converting.

In the conversion window, you can select other data to transfer, such as notes or additional fields. After the action is successfully completed, a link to the created Contact and the conversion date remain on the lead.

The option Prevent editing of Leads after conversion to customer protects the original record from further editing. This restriction does not apply to administrators.

Before enabling the lock, test the entire conversion process using a sample record. After conversion, open the Contact and verify the owners, contact details, notes, and additional fields.

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