What's New
CRM • feat crm-sales

Convert a lead to a deal from the lead's record header

SH @shariquerik · #3237 · merged 1 Nov 2026
Header
Header
Dialog, Status required
Dialog, Status required
Refused save
Refused save
Existing Links filled
Existing Links filled
New deal (created organization and contact)
New deal (created organization and contact)
New deal (existing ones)
New deal (existing ones)

Adds a Convert to Deal button in a lead's record header.