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            Convert a Lead to a Client in Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Convert a Lead to a Client in Financial Services Cloud

            You can convert a lead record to a client record.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the lead detail page, click Convert.
            2. Click in Account Name, and select New Account.
            3. Select the Individual record type, and click Next.
            4. Enter relevant details.
            5. Save the new account.
            6. If you want to create an opportunity record associated with the converted lead, enter an opportunity name.
            7. Click Convert.
            8. Close the confirmation message, or click Go to Leads to create more lead records.
             
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            Salesforce Help | Article