Customer FX Infor CRM SLX Field Notes
At Customer FX we’ve been exploring the new features and updates in Infor CRM SLX v10. One of those new features makes lead management more transparent.
A new Lead Conversion tab gives users better visibility into where leads originated and what happened during the conversion process. These are critical details for marketing attribution and sales tracking.
Converting a Qualified Lead
When you have a fully qualified lead in the database, you can convert the lead into a Contact/Account directly from the Lead Detail view.
Before conversion, users can see:
- Completed Lead Qualification details
- Important lead information such as Lead Source
- Overall readiness for sales engagement
In the Lead Detail view below you can see that the Lead Qualifications have been filled out and the lead is ready to be converted. You will also notice that the Lead Source is a Purchased List-General. The user will then click on the Convert Qualified Lead button.
With one click of the Convert Qualified Lead button, the lead will be converted from a Lead record to a new Account and new Contact (provided the Contact does not already exist). At the same time, it also removes the Lead Record from the database.
Now, you have a new Contact/Account in the database as you see above. The Notes/History tabs show you the Lead Qualifications and the Notes from the converted Lead.
New in v10: The Lead Conversion Tab
Infor CRM SLX v10 introduces a dedicated Lead Conversion tab that automatically captures and displays key lifecycle details.
Users can now quickly see:
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Lead Creation Date
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Lead Conversion Date
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Original Import or Acquisition Source
This provides clearer visibility into the full lead journey – from acquisition to conversion.
The Lead Conversion tab can be dragged onto the main tab bar for quick access, or left under the More Tabs menu for occasional reference.
For teams focused on lead management and reporting accuracy, this small enhancement delivers meaningful operational insight.
About Customer FX Infor CRM SLX Field Notes
Since 1993, Customer FX has helped organizations implement, support, customize, and upgrade Infor CRM SLX environments. This series shares real-world troubleshooting discoveries, upgrade insights, and technical best practices from production CRM environments.
Need help with your Infor CRM SLX environment? Contact Customer FX.
