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PositiveForm

Convert a lead

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…

Status
Verified 2026-07-29 on build beb3f3c
Who can do this
Organization owners, Managers, Staff
Required access
members.change
Where in PositiveForm
/leads/:leadId/convert
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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
Convert to member with create/reactivate choices

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.

  • CRM-003
  • MEM-001