Setup and display of converted Lead status values

How to Set Converted Lead Status Values

To configure the values available for the Converted Status field on the Lead conversion page:

In Salesforce Classic

1. Go to Setup > Customize > Leads > Fields > Lead Status.

2. Click Edit next to the desired Lead Status value.

3. Select the Converted checkbox to make the value available during Lead conversion. You can designate more than one converted status value.

4. Click Save.

In Lightning Experience

1. Go to Gear icon > Setup > Object Manager > Lead > Fields & Relationships > Lead Status.

2. Click Edit next to the Lead Status value you want to modify.

3. Select the Converted checkbox to make the value available during Lead conversion. You can designate more than one converted status value.

4. Click Save.

How to Remove Converted Status from a Lead Status Value

To remove the Converted designation from a Lead Status value, click Edit next to the value and clear the Converted checkbox.

How Converted Status Values Are Determined During Lead Conversion

If Lead Record Types are not used, all configured converted status values are available on the Lead conversion page.

If Lead Record Types are used, the values displayed during Lead conversion are taken from the default Lead Record Type assigned to the profile of the user performing the conversion, not from the Lead Record Type or Lead Process assigned to the Lead being converted.

Example: If the Lead being converted uses Record Type A, but the user performing the conversion has Record Type B set as their profile's default record type, the conversion page displays the converted status values associated with Record Type B, not Record Type A.

Note: The default Lead Status value cannot be marked as Converted. If the user does not select a Lead Status value that has the Converted checkbox enabled, the Lead cannot be converted.