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Converting leads is available to anyone who can manage gigs (owner, admin, or gig coordinator). The customer record it creates is fully visible in a customer directory on the Team plan.
Use Convert to Gig when a lead becomes a real booking that belongs in your gig workflow. Conversion works on open leads (New, Qualified, or Quoted) that don’t already have a gig.

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What conversion creates

One action connects your CRM pipeline and gig management:
  1. A new gig is created, pre-filled from the lead. Its title becomes {event type} - {name} (for example, “Wedding - Jane Smith”). The date, location, and guest count carry over, and the client’s contact details and message go into the gig notes.
  2. Soundcheck creates or reuses a customer record for the client.
  3. A primary contact is created from the lead’s contact information.
  4. The customer is linked to the new gig.
  5. The lead stage becomes Won (closed) and shows Gig Created and Customer badges that link to what it produced.
You get both a customer relationship and a gig in one step. Your booked-work history and CRM stay connected from the start.

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Convert a lead

1

Open the lead

On Business → Leads, open a New, Qualified, or Quoted lead, or use Convert directly on its card.
2

Review the pre-filled gig

The gig form opens pre-populated from the lead. Adjust the title, date, event type, location, and notes as needed.
3

Create the gig

Confirm to create the gig, customer, and contact together. Soundcheck takes you to the new gig’s detail page. The new gig is a Draft: crew don’t see it, and invitations wait until you publish it.
After conversion, continue setup from the gig: add crew, setlists, tasks, a venue, contracts, and payment details.

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Customer matching

Where possible, Soundcheck reuses an existing customer for the lead’s contact info instead of creating a duplicate. If nothing matches, conversion creates a new customer and primary contact.

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What doesn’t happen automatically

Conversion does not:
  • Send invitations or notify crew
  • Collect payments
  • Finalize setlists or tasks
Use the normal gig workflow after conversion to finish preparing the event.

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Where HubSpot- and Flex-sourced opportunities fit

Leads from Create Lead and your public intake form flow through the pipeline above. You review them and convert the qualified ones by hand. The HubSpot ↔ Flex pipeline (coming soon) will give opportunities from HubSpot or Flex a different path: an inquiry that becomes a deal or quote will sync (via n8n) and can open a draft gig directly, with status kept in lockstep as the deal advances, without waiting in the Leads pipeline for a manual convert. Until then, use Leads for inbound inquiries you manage in Soundcheck.

Customers

Manage the customer created or reused during conversion.

Draft and publish

When to publish a gig and send notifications.

HubSpot ↔ Flex pipeline

How synced deals become draft gigs.