How to Convert Leads into Accounts, Contacts and Opportunities | EspoCRM How to Tutorial

In this first episode on a series where we show you how to get the most out of EspoCRM, we highlight the way to take your sales leads and convert them into Accounts, Contacts and opportunities, as well as creating a Contact and adding them to an existing account. Follow along with the EspoCRM Demo: https://demo.eu.espocrm.com/?l=en_GB# Want EspoCRM for yourself? Click here: https://bit.ly/enableDiscoverEspoHowTo1 0:00 Intro 0:33 Converting the Lead 2:05 New Account Information 3:51 New Contact Details 4:52 Adding an Opportunity 6:18 Finishing the Conversion 6:43 Navigating to the new Account, Contact or Opp 7:17 Adding a Contact with an existing Account 7:56 Outro