video1.0<iframe src="https://www.loom.com/embed/ffee4c543b9d4b78bb3e3f5d9aff7630" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ffee4c543b9d4b78bb3e3f5d9aff7630-80a235ad18ac0098.gif119.139In this video, I explain the process of converting leads into accounts, which is essential when we can't find an existing account but have a lead with matching information. For instance, if the account shows zero results but the lead indicates one, we can select the relevant lead and click the convert button. I also guide you on selecting the lead source, using a referral as an example. Please make sure to follow these steps to avoid duplicating our efforts. Let's streamline our records together!