Converting a Lead into a Deal

You can convert a lead into a deal to move it through the sales pipeline.  

You can't take this action on leads that have been rejected by the supplier, or have expired.

To convert a lead into a deal:

1. Navigate to your Leads page in the partner portal.
2. Click the name of the lead you want to update. This opens the lead details view.
3. Click New Deal.
4. [Optional] In the New Deal form, select the Deal Type (if your supplier is using them).

5. Complete the information about the deal.

   The form is based on configuration provided by your supplier. They may have allowed certain pieces of data to be copied from the lead into the deal - if so, you can accept the value or update the field before submitting the deal.