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Convert Qualified Leads
Keep the sales process moving when you qualify a lead and then convert it to a contact. Relate that contact to either an existing account in Salesforce, or an account that you create. And if the lead you’re converting results in a deal that looks promising, create an opportunity record at the same time.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To convert a lead: | Create and Edit on leads, accounts, contacts AND Convert Leads |
| To relate the converted lead to a new opportunity: | Create on opportunities |
| To relate the converted lead to an existing opportunity: | Edit on opportunities |
| To avoid creating duplicate records when converting leads: | Require Validation for Converted Leads |
Watch a Demo (English only)
When you convert leads to contacts or accounts, the process sometimes creates duplicate records. If so, we show you a warning. Custom warnings set up by your administrator don’t appear during lead conversion. When you begin to convert a lead, possible matches appear based on matching rules using standard fields. When you click Convert, additional matches can appear based on matching rules using custom fields. How these duplicate records are handled depends on how your Salesforce admin has set up Apex Lead Convert and Duplicate Management. For example, your administrator can require that you resolve the duplicates before you finish converting. If your admin has created any cross-object duplicate rules, they aren't triggered during lead conversion.
You can’t reverse a lead conversion. After the conversion, the lead record is no longer searchable, unless your admin assigned you the View and Edit Converted Leads permission. The new account, contact, or opportunity record created from the converted lead is searchable. In Lightning Experience, if your admin assigns you the View and Edit Converted :eads permission, both the converted lead record and the new record created from the conversion are searchable. However, you can’t view or edit the converted lead record from the search results page.
When converting a lead, attached files and notes are attached to the contact, account, and opportunity records you associate with the converted lead. If you use Sales Engagement, the lead’s completed cadence tasks don’t appear on the Activity Timeline of the new contact, account, or opportunity.
- In a lead record, select to convert the lead.
- Enter a name for an account that you’re creating, or select an existing account.
- Salesforce Classic only: If you update a person account, select the option to overwrite the lead source in the person account with the value from the lead.
- Select a contact, or enter a name for a contact that you’re creating.
- Enter a name for an opportunity that you’re creating, or, in Lightning Experience, select an existing opportunity. Up to 20 matching opportunities appear in the list.
- Convert the lead.
- Optionally, create a follow-up task.
