Customers and purchases - converting a lead and tracking payments
How a lead becomes a customer with one click or through an automation, how a purchase and payment are recorded, what the Customers page and the customer card show, and how to WhatsApp a customer.
A lead who closed a deal becomes a customer. Their full history is kept, and they move to the Customers page in the sales department, where you see what each customer bought and whether they paid. The Customers page and the customer card work on a computer.
Convert a lead to a customer
In the All Leads list or on the lead card click the convert to customer button (labelled המרה ללקוח). The lead is not deleted: it is marked won and converted, leaves the pipeline board and is hidden from the leads list (Show converted brings it back). In the list the button turns into a customer button that opens the customer card. If the lead already belongs to an existing customer, the sale joins that customer and no duplicate is created.
Convert automatically with a purchase
To have every sale recorded on its own, add the Convert to customer step to an automation (see Automations). In the step pick a Product, and optionally tick Mark as paid and add Amount paid (optional) and Transaction ID (optional). That way, for example, a lead arriving from a payment system's webhook is recorded right away as a customer who paid for the product.
Work with the Customers page
On the Customers page each row shows the customer (with their phone or email), status, product, purchase (paid or unpaid) and last activity. There is search by name, phone or email, the All / Paid / Unpaid filter, and a Needs attention area. While there are no customers yet, the page reminds you to convert an existing lead to start.
Open the customer card
Clicking a customer opens their card, with overview, processes, documents and timeline tabs, an AI summary, the status, and New opportunity when the customer is interested in another sale.
WhatsApp a customer
On the customer card click the WhatsApp button, write a message and send. When the business's WhatsApp number is connected through Green API, the message goes out from it (Connecting WhatsApp to your business). Without a connection, the message opens in your own WhatsApp for you to send, and it is still logged on the card.
Record marketing consent
Next to the email, on the lead card and the customer card, there is an envelope icon: clicking it records that the person agreed to marketing email, or removes the agreement. Only people who agreed get the newsletter.
Did not find an answer?
Fastest: the support button inside the app - the bot answers right away and passes you to an agent when needed. You can also email us, and the support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.