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How a lead becomes a contact
How a lead becomes a contact, by hand or automatically. On the Leads page, tick leads and click Promote: they move into People and stay in Leads with a Converted at date, and the Converted view lists those promoted in the last fourteen days. Vetta also promotes a lead as soon as a meeting is set. Demote on People takes them back out, clearing Converted at. Their companies appear in Companies. Leads count toward your plan record limit. Use it to qualify prospects.
Transcript
Once a lead is worth working with, you promote them to People. On the Leads page, tick the leads you want, and the bar at the bottom shows Promote. Click it, and three records are promoted to People. They stay in Leads, with a Converted at date, and they show up in People too. Open the Converted view to see everyone you promoted in the last fourteen days, newest first. That keeps the full history for your analytics. You won't always have to do it yourself. Vetta promotes a lead on its own as soon as a meeting is set. Over in People, they're all here, away from the clutter of everyone who isn't qualified yet. Their companies show up in Companies too, ready for opportunities and pipelines. Open one. Qualified is on, and Converted at shows when it happened. Changed your mind? Tick them, and on People, the same button reads Demote. It takes them out of People, and they stay in Leads, without the Converted at date. And because leads are person records too, they count toward your plan's record limit.
Read the article: Understanding the Vetta data model