> ## Documentation Index
> Fetch the complete documentation index at: https://docs.comforthub.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Convert a lead into a customer

> Turn a lead into a customer with all their records created once

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<Touches systems="zoho-crm, supabase-backend, quickbooks" />

Converting is one click. You use Zoho's own **Convert** button on the lead. Zoho makes the customer (a contact in Zoho), and the engine makes the account, the property or properties and the QuickBooks customer, and links them all. Setting **Status** to **Converted** by hand does nothing: the engine only watches Zoho's converted flag.

## Before you start

* The lead has an email and a complete service address: street, city and postal code. A lead is kept with less than that, but the set-up refuses to run without all three.
* If the customer is billed somewhere else, the billing address is filled in completely too. A different billing address makes a second property; a blank or matching one does not.

## Steps

<Steps>
  <Step title="Open the lead">
    In **Leads**, open the lead. Check the addresses one more time; they become the property records exactly as typed.
  </Step>

  <Step title="Convert it">
    Click **Convert** and confirm Zoho's convert screen.
  </Step>

  <Step title="Wait a moment">
    Give it a minute, then open **Contacts**.
  </Step>
</Steps>

## How you know it worked

* In **Contacts** there is one customer with the lead's name. It shows a **QuickBooks id**, an **Account Name**, a **Service Address** and a **Billing Address**.
* In **Accounts** there is one account with the same name, linked to the customer and to the same addresses.
* In **Properties** there is one property per distinct address. Each shows a **Latitude** and **Longitude**, a picture of the house, and a **Major Service Area**.
* In QuickBooks there is one customer with that name.

## If it did not work

* **The customer is there but nothing else appeared after a few minutes.** The service address is missing its street, city or postal code. The engine refused and recorded why. See [Fix a customer that did not set up properly](/handbook/new-customers/fix-a-customer-that-did-not-set-up).
* **Something appeared but not all of it.** Same page.

## Good to know

* Converting the same lead twice does nothing the second time. There is never a second account or a second QuickBooks customer for one lead.
* Two customers can each have a property at the same street. Within one account, the same street is one property: the engine reuses it rather than making a twin.
* The lead stays in **Leads**, marked converted. It is not moved or deleted.
* From here on, edit the customer, account and property, not the lead. Changes to the lead after conversion do not reach the customer records.

## Related

* [How a lead becomes a customer](/handbook/new-customers/how-a-lead-becomes-a-customer)
* [Add a lead](/handbook/new-customers/add-a-lead)
* [Fix a customer that did not set up properly](/handbook/new-customers/fix-a-customer-that-did-not-set-up)