How to Link a Lead to a Customer

Learn how to link leads to existing customer roster entries. Linking helps you connect leads to your customer database and track lead conversion.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage leads (typically organization owners and admins have this permission)
• A lead that exists
• A customer in your roster to link to

Steps

Step 1: Navigate to Lead

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Leads (or CRM → Leads)
3. Find the lead you want to link
4. Click on the lead to view details

What happens next: You'll see the lead details page.

Step 2: Edit Lead Details

1. On the lead details page, click Edit (or find edit option)
2. Lead edit form will open

What happens next: You'll see fields to edit lead information.

Step 3: Find Roster Link Field

1. In the lead edit form, find Roster Link or Customer field
2. This field allows you to:
   • Search for customers
   • Select customer from roster
   • Link lead to customer

Note: Roster Link field connects the lead to a customer record.

Step 4: Search for Customer

1. Click on Roster Link field:

   • Customer search interface will open
   • You can search for customers

2. Search for customer:

   • Type customer name or email
   • Browse customer list
   • Find the customer to link

Note: Search helps you find the right customer to link.

Step 5: Select Customer

1. Choose customer from results:

   • Select the customer you want to link
   • Customer is selected for linking
   • Link is established

2. Customer selection:

   • Choose from search results
   • Customer must exist in roster
   • Link connects lead to customer

Note: Select the customer record you want to link the lead to.

Step 6: Save Lead

1. Review your link:
   • Correct customer is selected
   • Link is established
2. Click Save (or Save Lead)
   • Lead will be updated with link
   • You'll see a confirmation
3. Link will be saved

What happens next: Lead will be linked and:

• Connected to customer roster entry
• Customer information is accessible from lead
• Lead conversion is tracked
• Link appears in lead details

How Lead Linking Works

When you link a lead to a customer:

1. Connection established:

   • Lead is connected to customer record
   • Customer information is accessible
   • Link is bidirectional

2. Information access:

   • View customer details from lead
   • View lead details from customer
   • Track lead conversion

3. Conversion tracking:

   • Link helps track lead conversion
   • Understand lead to customer journey
   • Measure conversion success

Tips

• Link leads when they become customers
• Use linking to track conversion
• Keep leads and customers connected
• Review linked leads regularly
• Use linking for lead management

Troubleshooting

Problem: I don't see Roster Link field Solution: Check that:

• You're editing the lead (not just viewing)
• Roster Link field exists in the form
• You have permission to manage leads

Solution: Make sure you're editing the lead. Contact support if Roster Link field isn't available.

Problem: I can't find the customer Solution: Check that:

• Customer exists in roster
• Search is working correctly
• Customer name/email is correct

Solution: Verify customer exists in roster. Try different search terms if needed.

Problem: Link isn't saving Solution: Check that:

• Customer is selected correctly
• Lead is saved after linking
• Link is established properly

Solution: Verify customer is selected and lead is saved. Check link appears in lead details.

Problem: I want to unlink a lead Solution: To unlink:

• Edit lead details
• Remove customer from Roster Link field
• Save lead
• Link is removed

Solution: Remove customer from Roster Link field and save to unlink.