Lead 2 Vendor (Advanced) - User Guide

Lead 2 Vendor (Advanced) - User Guide


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


Select where Activities, Notes and Attachments should be moved to

Click on the Field Mapping tab and map your desired field values from Leads to Vendors or Contacts


Scroll down and click Save

Finally, navigate to the conversion tab and click the Convert button to complete the process


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.