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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Convert Individual Lead

edited Jun 2, 2025 2:54PM in Ask A Guru 3 comments

Hello,

When you select Individual for the Type of the Lead, there will be a Convert button.

When you click this Convert button, it will be converted into Prospect. However, the one that will be converted to Prospect is the Company of the Individual:

Please advise. Thanks!

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