Coverting a Lead to a Sale

When in the Leads list view, you can highlight a single lead record and, from the cogwheel menu, select 'convert lead to sale'. This will move the contact and any courses associated with the lead into the checkout, where you can then complete the enrolment. Similarly, if a lead with related courses that have no future classes is converted, only the contact will appear in the checkout.

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If a lead has no related courses, it can’t be converted to a sale.

If a lead is converted to a sale, but then abandoned, the lead will remain a lead until it is converted again and the sale completed.