# Converting a lead

> One step turns a lead into an account, a contact and an opportunity — and optionally a customer.

Section: CRM · Canonical: https://intubu.intuitivecapital-dai.com/docs/lead-conversion

Converting a lead creates, in one transaction:

- an **account** for the company,
- a **contact** for the person, marked primary,
- an **opportunity**, carrying the lead's estimated value and expected close.

**A customer record is only created if you ask for it.** Not every prospect should appear in the accounting sub-ledger the moment a rep converts them; the account can be linked to a customer later. See [Linking a CRM account to an accounting customer](https://intubu.intuitivecapital-dai.com/docs/crm-accounting-link).

**The lead is kept**, marked converted, with a pointer to what it became. That is what lets campaign attribution trace revenue back to where it came from — deleting the lead would break the chain.

A lead cannot be converted twice.