To convert a lead into a customer, simply click on the lead you want to convert and wait for the modal to open. Then, click the "Convert to Customer" button at the top.
The conversion modal will appear, and Loomy360 will automatically fill in basic details like first name, last name, and other relevant fields.
If the lead has any custom fields, they will also be displayed in the modal. You’ll have the option to either merge these into the customer’s profile as regular database fields or as custom fields.
If you choose to merge them as custom fields and the field doesn’t already exist in the customer module, Loomy360 will automatically create it.
What Happens After Conversion?
Once the lead is converted, it will automatically be moved to the system’s default status labeled "Customer", unless it’s already in that status.
In the Leads table, any lead that has been converted (i.e., has the Customer status) will no longer appear by default when the table loads. If you want to view these converted leads, you’ll need to use the filter options.
⚠️ Important:
To avoid confusion and potential system issues, do not rename the default Customer status. It is a reserved status used to identify converted leads in Loomy360.