Your Prospects from Insightly Marketing can be converted into Leads in Insightly CRM. There are two ways to do this:
- From an individual Prospect's Action menu.
- By adding a step in a Journey that automatically converts Prospects into Leads.
The Prospect record will not be deleted in either method.
To convert an individual Prospect record into a Lead record:
- Open the Prospect record. Click the Actions menu dropdown.
- Select Convert to Lead.
- Set the Lead's Status.
- Set how the Lead owner is selected. It can be assigned to a specific user or it can be chosen with a Lead Assignment Rule.
- If you chose Specific CRM User in the previous step, choose a user to own the Lead. If you chose Lead Assignment Rule, choose the rule that will be used to determine the record owner.
- Click Save.
To create a conversion step in a Journey:
- Open an existing Journey or create a new Journey.
- Once you've decided where in the Journey you want Prospects to be converted into Leads, click the plus icon.
- Click Add Action.
- Scroll down and select Convert to Lead.
- Set the Lead's Status.
- Set how the Lead owner is selected. It can be assigned to a specific user or it can be chosen with a Lead Assignment Rule.
- If you chose Specific CRM User in the previous step, choose a user to own the Lead. If you chose Lead Assignment Rule, choose the rule that will be used to determine the record owner. If the Prospect has been converted to a Lead before this point, the Journey will overwrite the source and owner.
- Select when the Action occurs - immediately or after a wait.
- Click Save.