Click CRM> Leads .

Select the lead for which you want to create an opportunity record.

Click Update, and then click Qualify.

In the Update Statusform, select the reason for qualification and then click OK.

If you chose to automatically create an opportunity from a qualified lead in the Parameters form, the Opportunities form will open. If you did not select this option, you can manually create the opportunity record later.

In the Opportunities form, enter any additional information in the opportunity record.

Click CRM> Leads .

Select the lead for whom you want to create a customer record.

Click Update, and then click Qualify.

Select the reason for qualification in the Update Statusform and click OK.

If you have selected to automatically create a customer from a qualified lead in the Parameters form, the Customers form will open. If you have not selected this option, you can manually create the customer record at a later date.

In the Customers form, enter the customer name and group.