To create a lead with the follow up status Converted follow the steps mentioned below:

- Click the add lead button

- Fill out the person name field
- Fill out the mobile 1 field or email 1 field or both
- Select the source

- Select the follow up status Converted
- Select user (User is mandatory)
- Select date (Only today’s date and past date is allowed)
- Enter time (Only past time for today’s date and any time of past date is allowed)
- Enter Amount Paid (Optional)
- Select Choose Product (Optional)
- Notify SMS (Optional. If you choose this option the customer would be notified via SMS)
- Notify Email (Optional. If you choose this option the customer would be notified via Email)
- Click Save
Lead with the follow up status Converted would be created.
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