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Sales Basics
Converting Leads

Converting Leads

After you qualify your leads, convert them to contacts, accounts, and opportunities.

  • 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.
  • Troubleshoot Lead Conversion
    If a lead doesn’t convert, try these tips to correct the issue.
 
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