Overview
This is a handy guide on how to convert a sample “Lead” to “Vendor” using Oscillosoft’s Lead 2 Vendor (Advanced) extension.
Converting a Lead to a Vendor
Select a desired Lead for conversion
Click “Convert to Vendor” from the drop down menu located at the top right corner
Select existing Vendor and Contact, or create new a Vendor and Contact
![](https://desk.zoho.com/DocsDisplay?zgId=4763768&mode=inline&blockId=i8kjg5de03de9d2ea4a19a56eb7718b9e0908)
Select where Activities, Notes and Attachments should be moved to
![](https://desk.zoho.com/DocsDisplay?zgId=4763768&mode=inline&blockId=i8kjgfd0ef08a7c2c4c5490e4417647d9bc77)
Click on the Field Mapping tab and map your desired field values from Leads to Vendors or Contacts
![](https://desk.zoho.com/DocsDisplay?zgId=4763768&mode=inline&blockId=i8kjg4ddcd3e3bd3845ffbc6d616b05331c84)
Scroll down and click Save
Finally, navigate to the conversion tab and click the Convert button to complete the process
Conclusion
Congratulations, you have converted a lead to a vendor. Hope this guide has helped you understand how this extension works and assist you in business processes.