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How do I convert a Lead to a Person in Copper from Intercom?
How do I convert a Lead to a Person in Copper from Intercom?

Your team can convert a Lead to a Person in Copper without ever leaving Intercom

Colin Longworth avatar
Written by Colin Longworth
Updated over a week ago

If a Lead is found and displayed in Intercom, you will see an option to convert them to a Person. In Copper, a user must be a Person to attach Opportunities.

To get started, check if the user is a Lead and they have the option to Convert:

Click Convert Lead and confirm the action:

The system will now attempt to convert the Lead to a Person in Copper.

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