> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.
# Convert leads into opportunities
Leads act as an initial qualification stage in the CRM pipeline before becoming opportunities. This process allows teams to evaluate potential deals before assigning them and moving them forward in the sales cycle.
In the CRM pipeline, *Leads* serve as the first step in evaluating potential deals before turning them into *Opportunities*. This stage allows your team to assess quality, gather information, and determine whether a lead is worth pursuing before assigning it to a salesperson.
## **Configuration**
To enable the *Leads* feature:
1. Go to **CRM app ‣ Configuration ‣ Settings**
2. Enable the **Leads** option
3. Click **Save**
Once activated, a **Leads** menu will appear in the top navigation bar of the CRM interface.
By default, this feature is enabled for all sales teams. If needed, you can disable it for a specific team:
- Navigate to **CRM app ‣ Configuration ‣ Sales Teams**
- Select the desired team
- Uncheck the **Leads** option
- Save your changes
## **Convert a lead into an opportunity**
To convert a lead:
1. Go to **CRM app ‣ Leads**
2. Open the lead you want to convert
**Warning**
If a lead has a probability set to 100%, attempting to convert it will trigger an error.
Click the **Convert to Opportunity** button at the top of the record.
A conversion window will open. In this window:
- Select **Convert to opportunity** under **Conversion Action**
- Assign a **Salesperson** (optional)
- Choose a **Sales Team** (auto-filled if a salesperson is selected)
If the lead is already assigned, these fields will be pre-filled.
### **Customer options**
Under the **Customer** section, you can choose how the opportunity is linked:
- **Create a new customer**\
Use this option to generate a new customer record from the lead details
- **Link to an existing customer**\
Select an existing contact from the list to associate with this opportunity
Once everything is set, click **Create Opportunity**.
To access the converted opportunity, go to **CRM app ‣ My Pipeline**.
## **Merge with existing leads or opportunities**
If a **Similar Leads** smart button appears, it indicates that a matching record already exists in the system. Before converting, it’s recommended to review these matches.
>
Click the smart button to compare records and decide whether merging is appropriate.
To merge during conversion:
1. Click **Convert to Opportunity**
2. Select **Merge with existing opportunities** under **Conversion Action**
This will display a list of similar records available for merging.
During the merge process, the system combines data into the earliest created record, and the final result will always be treated as an opportunity.