# Convert a lead

> PositiveForm guide · Leads and trials · CRM-004
> Canonical page: https://positiveform.com/guides/leads/convert-lead/
> This Markdown: https://positiveform.com/guides/leads/convert-lead.md

**Summary:** Convert a lead into a new or deliberately selected returning member. The lead leaves the active pipeline and the resulting member opens without an implicit…  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/leads/:leadId/convert`  
**Status:** Verified on 2026-07-29 against PositiveForm build `beb3f3c`.

## Who this is for

This guide is for **sales staff** turning a ready lead into a member without an
accidental person match.

## Before you begin

- The lead should be at the right stage (usually after trial or clear intent).
- Decide whether this is a **new** member or a **returning** member you will
  select deliberately.

## Steps

1. Open the lead and click **Convert to member** (route
   `/leads/:leadId/convert`). The heading is **Convert to member**.
2. Choose one:
   - **Create new member** (default): makes a new household/person without
     matching prior data.
   - **Reactivate existing member**: only after you find and select a returning
     member on purpose.
3. Set **Program enrollment** if the form requires it.
4. Confirm age with **This person is 18 or older** when applicable, or complete
   date of birth fields for a minor.
5. Click **Create member and enroll**.
6. Use **Back to lead** if you need to cancel.

## Expected outcome

The lead leaves the active pipeline and the resulting member opens. No implicit
person match is invented for you.

## Screenshots

![Convert to member with create/reactivate choices](https://positiveform.com/guides/media/CRM-004/20260729T232500Z/000-start.webp)

## Recovery

If create fails, read the form error and fix required fields. Do not switch to
**Reactivate** unless you have selected the correct existing member.

## Related guides

- CRM-003
- MEM-001

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