All Collections
Transform Lead to Project
Transform Lead to Project

How to transform a lead into a project using Funnel

Clayton avatar
Written by Clayton
Updated over a week ago

When the time comes, a Lead can be transformed into a project directly from the Funnel page. Find the lead that is ready, and click the potential project name.

In the window that appears, click Transform into Project.

We hope this helps! Please reach out to us in support chat if you have any questions πŸ™‚

Did this answer your question?