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How to Follow Up Leads and Convert Them to Customers

Written by the SellarPro team · Published 12 October 2026 · 2 min read

Short answer

On a lead's page, use Log Activity to record every call, WhatsApp, visit or proposal and its outcome, and Follow-ups to schedule the next action with a due date. CRM → Follow-ups lists what is overdue, due today and coming up. When the lead buys, click Convert to Customer.

Record what happened

  1. Open the lead.
  2. Under Log Activity, choose the Activity: Call, WhatsApp, SMS, Email, Meeting, Demo, Proposal or Note.
  3. Choose the Outcome, write What happened? and click Log Activity.

Everything is kept on the lead's Timeline, with the stage history beneath it. Call and WhatsApp at the top open the conversation straight from the page.

Schedule the next action

Under Follow-ups, type the Next Action, such as "Send price list", and when it is Due, then click Schedule. Every active lead deserves a next action.

CRM → Follow-ups is the to-do list: Overdue, Due Today, Upcoming, and No Next Action, the active leads with nothing scheduled, which are the most likely to go cold. CRM → Calendar shows the same by date.

Convert to a customer

  1. On the lead, click Convert to Customer.
  2. Link it to an existing customer it may match, or Create a new customer from the lead's details.
  3. Confirm.
Convert to Customer for lead LD2026/0001, creating a new customer from the company, contact person and mobile
The lead's details become the new customer record.

The lead keeps its source, campaign, salesperson and history, linked for good to the customer, and its revenue is read from the customer's real sales. Conversion cannot be undone; the lead is locked afterwards.

If they do not buy, move the lead to Lost and choose a lost reason. Reasons are set under CRM → Sources & Settings.

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How to Track Leads and Your Sales Pipeline

Switch on CRM under Settings → Menu & Modules. Add each prospect under CRM → Leads → Add Lead with their contact, source, priority and estimated value. Move them through the stages on the Pipeline board, from New Lead through Contacted, Qualified, Demo, Proposal and Negotiation to Won or Lost.

CRM · Updated 12 Oct 2026 · 2 min read

How to Read CRM Reports and Set Up Lead Sources

CRM → Reports shows the Funnel, Source Performance, Campaign Performance, Sales Team, Lost Leads and the Forecast for a period. Under CRM → Sources & Settings, add or switch off lead sources and lost reasons, and add the campaigns you run on each source.

CRM · Updated 12 Oct 2026 · 1 min read

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