- Click on the lead and wait the modal to be opened, on the top button click Convert to customer.
- The convert to customer modal will be shown and the system will try to auto populate some fields like firstname,lastname..
- If custom fields found for lead will be shown as well in the convert to customer modal and you will have the ability to merge the custom fields in the customer profile as custom fields or database fields.
NOTE: If you are merging as custom field and this field not exist will be auto created.