Step 1. Go to Leads page.

Step 2. Change a Lead status to the Successful sale or any other status that triggers sales.

Step 3. Complete details and press Sell.

Select the Payment method, Cashbox, and Cashier. Edit notes in the commentary field and select a document to print out, if necessary. Press Create.

When creating a new Sale from Lead, both documents become interconnected and allow one-click navigation between their profiles.

For more information on creating sales, see this section of the Help Center.