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.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To convert leads:||“Create” and “Edit” on leads, accounts, contacts, and opportunities |
“Read” on any related campaigns
|To avoid creating duplicate records when converting leads:||“Require Validation for Converted Leads”|
Keep in mind that you can’t reverse lead conversion. 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 do not appear during lead conversion). How these duplicate records are handled depends on how your administrator has set up Apex Lead Convert and Duplicate Management. For example, your administrator can require that you resolve the duplicates before you finish converting.
Once converted, a lead record is no longer searchable in Salesforce Classic. The new account, contact, or opportunity record created from the converted lead is searchable.
In Lightning Experience, both the converted lead record and the new record based on the converted lead are searchable. However, you can’t view or edit the converted lead record from the search results page.
- After you choose to convert the lead record, select an existing account or enter an account name for the one you’re creating.
- 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.
- If you want to create an opportunity record, give it name.
- Convert the lead.