# 3.1.2 Lead conversion

A show of interest from the lead in relation to your proposal corresponds to the opening of a commercial negotiation. Before the offer is generated, the lead must be converted into:

- **a Contact** with the data of the physical person (name, surname, email, mobile phone…)
- **an Account** containing the company name (VAT number, registered office, sector…) \[optional\]
- **a sale Opportunity**, i.e. the negotiation (amount, closing date…) \[optional\]

[![Lead - Davis Jennifer [LEA6] - VTENEXT 23.08.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/lead-davis-jennifer-lea6-vtenext-23-08.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/lead-davis-jennifer-lea6-vtenext-23-08.png)

By clicking the "Convert Lead" button which is located in the upper-right side of every lead detail view a process you be lauched. This process allows the user to choose which entity have to bre created and you can also add every information you need before converting the lead.

[![Lead - Davis Jennifer [LEA6] - VTENEXT 23.08 (1).png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/lead-davis-jennifer-lea6-vtenext-23-08-1.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/lead-davis-jennifer-lea6-vtenext-23-08-1.png)

To open the converting pop-up you need to click the button "Edit" located in the green banner.

[![Lead - Davis Jennifer [LEA6] - VTENEXT 23.08 (2).png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/lead-davis-jennifer-lea6-vtenext-23-08-2.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/lead-davis-jennifer-lea6-vtenext-23-08-2.png)

For each of the three blocks (**Account Information**, **Contact information** and **Potential information**) you can choose if create the entity or not. Also, for the Account information you can select an **existing account** so the contact and potential you are creating will be linked to that account instead of creating a new one

[![Lead - Davis Jennifer [LEA6] - VTENEXT 23.08 (3).png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/lead-davis-jennifer-lea6-vtenext-23-08-3.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/lead-davis-jennifer-lea6-vtenext-23-08-3.png)

**PAY ATTENTION: The profiles limitation (talking about the accounts, contacts and potentials fields) are valid also in this process.**

[![Lead - Davis Jennifer [LEA6] - VTENEXT 23.08 (4).png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/lead-davis-jennifer-lea6-vtenext-23-08-4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/lead-davis-jennifer-lea6-vtenext-23-08-4.png)

All information previously collected for the Lead will be available, after conversion, in the Contacts, Accounts, and/or Potential Modules, based on their contents and the mapping defined during the configuration phase. (Please view chapter **3.1.3 Lead Conversion Process**)